Satuit Technologies is proud to announce the Autumn ’19 release of SatuitSIP® Secure Investor Portal. This release drives the portal functionality to an entirely new level. The next generation of investor will not be satisfied with a “dropbox” knock off. This investor is seeking more self-service and more connections to data, forms, and self-help. We have responded by adding many new design and administrative options for our portal administrators to allow them to customize the user experience by investor type and to deliver reports, data, forms, company news and direct connections to their CRM (both SatuitCRM and SF.com are supported).
The new portal admin tools allow employees with no web design or html skills to build custom layouts and corporate branding features to ensure your portal is an extension of your company message. The SatuitSIP portal configuration menu makes it easy for a non-technical user to build and update the portal UI and manage, links, font and color choices, graphs, and images.
The new version also supports seamless integration with DocuSign® to help our user community streamline form management related to account opening and closing and compliance.
“We seek to help our clients enhance their investor communications and retention by allowing them to go beyond simple report delivery. Our next generation investor portal allows our clients to take full advantage of the fact that when clients log in to find their reports, they can also easily get other data and documents of interest,” Karen Maguire, CEO, Satuit technologies, Inc.
ABOUT SATUIT TECHNOLOGIES, INC.
Satuit Technologies, Inc. is the premier provider of cloud-based and On-Premise CRM, reporting and portal software solutions for the asset management, hedge fund, wealth management, private equity, and real estate markets. Satuit has offices in the United States and the United Kingdom, and serves clients in more than thirty-five countries. Satuit Technologies is certified as a women’s business enterprise by the Women’s Business Enterprise National Council (WBENC). For additional information, visit www.satuit.com.
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