Investor Portal and Report Packaging for Asset Managers

Investors and their managers can streamline form management, contracts and compliance related documentation through the integration of SatuitCRA secure investor portal and DocuSign.

Automate account opening and compliance forms via our SatuitCRA Investor Portal/DocuSign interface. Documents requiring e-signatures are delivered via our secure portal.

Investors who log into the portal and have documents that require their attention are alerted and guided through the e-signature process. Once the document has been fully executed, the Investor Portal admin is immediately notified and the signed file is sent back to SatuitCRA. A copy is also made available for the client automatically.

Key Features:

  • Securely deliver client content such as monthly or quarterly statements, K-1s, Capital Call notices, newsletters, and forms for e-signature.
  • 24/7 secure access to reports, statements and forms.
  • Easily manage passwords and access rights.
  • Branding options to match your corporate website.
  • Can be used for both clients and prospective clients.

 

About the partner 

Satuit Technologies, Inc. is the premier provider of CRM, client reporting and portal software solutions for buy-side asset management, institutional, hedge fund, wealth management, private equity, and real estate markets. Satuit Technologies software provides support for sales, lead management, client service and retention, compliance and client reporting. The firm has over 20 years of experience providing clients across the globe with their CRM and reporting solutions.

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