Satuit-Broadridge Partnership Keeps Customers Updated on Financial Matters

By CIOReview | Monday, July 20, 2015
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BRAINTREE, MA: Satuit Technologies, provider of CRM for asset management, hedge funds and private equity recently announced its partnership with Broadridge Access Data, provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers to deliver its asset data solution in an integrated manner through SatuitCRM.

SatuitCRM is integrated with data feeds from Broadridge’s Access Data solution suite, giving users easy access to information on firms, advisors, their locations and products trading in the asset managers products. It enables clients to use the information from Access Data to produce sales leads in SatuitCRM, and to learn more about their interests, holdings and contact information. Material related to the advisors transactions and assets positions are accessible directly in SatuitCRM sourced from Access Data.

Satuit’s flagship CRM product provides sales and client relationship management software built particularly to track complicated relationships of the asset management industry including advisors, funds, consultants and third parties.

Karen Maguire, CEO, Satuit, believes that their partnership with Broadridge will allow them to give their clients constantly updated information on financial advisor firms, their staffing and investments, making it easier for them to manage the information that will help them find new opportunities.