NORWELL, Mass.--()--Satuit Technologies Inc., a global leader in client management software for the professional investment and wealth management firms, today announced the release of the new SatuitCRM Platform, adding client report management and secure distribution modules to the core functions of SatuitCRM. The new platform provides SatuitCRM clients with the ability to create, organize, customize, collate and distribute their monthly, quarterly and annual client reporting packages using the familiar interface of SatuitCRM.
“Our clients have learned to expect real improvements and successful implementation from our product upgrades, and we invest heavily to deliver it”
The SatuitCRM packaging module makes short work of creating individually tailored client financial report packages, saving hundreds of hours for each client, by organizing documents from a variety of sources, including the large PDF files typically provided by back office portfolio systems or stored in hundreds of folders. The SatuitCRM Global Document Search (GDS) tool, which is a key feature of the packaging module, can create individual reports based on client number, from a single, large multi-client PDF. GDS can also pull documents from individual folders on your network.
“The SatuitCRM platform eliminates the need for redundant databases, reducing workloads and bandwidth usage while ensuring more accurate and timely data is used to create reports,” said James Plassmann, SatuitCRM Product Manager.
“Our clients have learned to expect real improvements and successful implementation from our product upgrades, and we invest heavily to deliver it,” said Satuit Technologies CEO Karen Maguire. “This latest upgrade delivers a huge time savings for operations and client managers.”
ABOUT SATUIT TECHNOLOGIES, INC.
Satuit Technologies, Inc. is the premier provider of CRM software solutions for the Institutional, wealth management, hedge fund and private equity markets. The company’s proprietary software, including SatuitCRM, SecurePDF, and SatuitSIP (secure portal), enable asset and wealth managers to increase sales, better serve their clients, and reduce costs. With offices in the United States and the United Kingdom, Satuit serves clients in more than thirty-five countries. For additional information, visit www.satuit.com.