We are pleased to announce the release of our latest upgrade of SatuitCRA. Spring 19 (v15.3) includes completely customizable landing templates for different investor groups (wealth management, institutional, advisor) along with DocuSign Integration, watermarking, and enhancements to security. SatuitCRA is GDPR compliant.
Our development team have focused on significant enhancements for portal recipients. We recognize that our investor portal is part of our client brand and it is extremely important that their clients find value in switching from email report delivery to a fully digital experience.
SatuitCRA has partnered with DocuSign to allow clients to streamline the process of managing forms and collecting signatures for account openings and other administrative work. These documents are distributed securely through the portal and are automatically added back to the system once they are executed via DocuSign.
Security remains one of Satuit’s top priorities. We have included an option to add watermarks upon download to documents. This helps to protect intellectual property and ensure sensitive data isn’t passed to others.
“We are committed to supporting our clients’ digital strategies by providing a central repository for documents and data that can be accessed securely by both the account manager and the end client,” said Karen Maguire, CEO of Satuit Technologies.
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 womens business enterprise by the Womens Business Enterprise National Council (WBENC). For additional information, visit www.satuit.com.