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Easily manage client reports recipients and manager validation
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Quickly activate clients to receive documents via the Investor Portal
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Keep an easily searchable repository of client reports so you can quickly refer back to them
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Display dynamic portfolio data and charts showing asset breakdown
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Streamline report delivery with secure 2-way upload and download for clients
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Share news and commentary with clients on their portal homepage
Product Description
About this Product
Automates client reporting functions to save time and reduce errors:
- Easily manage Reporting Requirements for each contact
- Manage Package Content with drag and drop UI
- Collate content and easily share report packages for review and approval
About Satuit
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).
Other Products from Satuit
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.