Satuit Technologies has released a cloud-based client relationship management platform aimed at bringing down the cost of business development for smaller wealth managers and advisors.

SatuitCPM includes traditional CRM features, statement and report generation, document management, expense management and a client portal. It is integrated with Outlook and can be run on a desktop or tablet device. It also provides dashboards, work flows and management tools that help streamline client onboarding.

Satuit has offices in the US and UK. Its proprietary software includes SatuitCRM, SecurePDF and SatuitSIP.