BRAINTREE, Mass.--(BUSINESS WIRE)--Satuit Technologies, Inc., the global leader in CRM for asset management, hedge funds and private equity is pleased to announce its partnership with Access Data - A Broadridge Company to deliver its asset data solution in an integrated fashion through SatuitCRM®.
SatuitCRM® now integrates 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. Clients can use the information from Access Data to produce sales leads in SatuitCRM, and to learn more about their interests, holdings and contact info. Information related to the advisors transactions and assets positions are accessible directly in SatuitCRM sourced from Access Data.
“Our partnership with Broadridge allows us to give our 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” said Karen Maguire, CEO of Satuit. Satuit’s flagship CRM product provides sales and client relationship management software built specifically to track complex relationships of the asset management industry including advisors, funds, consultants and third parties.
Broadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge’s investor communications, securities processing and business process outsourcing solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge’s infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America, and processes more than $5 trillion in fixed income and equity trades per day. Broadridge employs approximately 6,700 full-time associates in 14 countries.
For more information about Broadridge, please visit www.broadridge.com.
ABOUT SATUIT TECHNOLOGIES, INC.
Satuit Technologies, Inc. is the premier provider of cloud-based and On-Premise CRM 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. For additional information, visit www.satuit.com.