Satuit
Satuit is a financial advisors CRM that can help you identify new business opportunities, enrich client experiences, and increase revenue and efficiency. It allows you to track prospects, clients, activities, and interaction. Several manual functions can be automated with Satuit to streamline the customer relationship management process. This CRM software provides real-time access to your client data, appointments, and sales opportunities. You can locate a client's address on any mobile device thanks to Satuit's map integration feature. It can be integrated with portfolio accounting and transfer agent data as well. The software was developed by a team of investment experts. Their understanding of compliance regulations, investment sales, and client services qualified them to create an excellent CRM that meets the needs of financial advisors. Legal and compliance workflow can be managed with Satuit as well as travel planning and road shows. The CRM software is integrated with Google Maps, Lotus Notes, and Outlook. You can direct information to Outlook for smart communications.