BKD Wealth Advisors, LLC Implements SatuitPacMan and Saves Time on Billing & Client Package Preparation

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SatuitPackMan automates the creation of customized report packages and may be used for all manner of client communications.

SatuitCRM - Expect Success!

We have been impressed by Satuit’s great follow up on our questions and making sure that the product is working well for us.

Satuit Technologies Inc., a global leader in software solutions for the professional investment markets, announced that BKD Wealth Advisors, LLC has successfully implemented SatuitPackMan to save time on billing and client package preparation.

SatuitPackMan automates the creation of customized report packages and may be used for all manner of client communications. The software allows a user to set up a profile for each client contact and for each package type that contact is due to receive. SatuitPackMan offers the option to pull content from a variety of sources, including Advent Axys and APX, MS Office documents to a single PDF. Satuit also provides SecurePDF, a plug-in to allow secure transmission of those files to clients.

“The Satuit personnel that came to do our installation and training actually set up the meeting report profile on the fly. We have been impressed by Satuit’s great follow up on our questions and making sure that the product is working well for us,” said Chris Stewart, Operations Administrator at BKD.

BKD initially employed SatuitPackMan to streamline its billing then learned of the time savings it would provide for client meeting packages.

“SatuitPackMan continues to surprise and impress not only our wealth management clients, but across the spectrum of our investment manager professionals,” said Satuit CEO, Karen Maguire.

ABOUT BKD WEALTH ADVISORS, LLC
BKD Wealth Advisors, LLC is an independent wealth management firm for affluent individuals and their families. We build trusted relationships with our clients and tailor integrated solutions to meet their goals. Our advisors combine their knowledge and wisdom with the expertise of top financial institutions, including BKD, LLP, the nation's 10th largest CPA and advisory firm.

ABOUT SATUIT TECHNOLOGIES, INC.
Satuit Technologies, Inc. is a global leader in software solutions for the professional investment markets. The company’s proprietary software, including SatuitCRM, Satuit Packman, SecurePDF and Secure Investor Portal enable asset management and wealth managers increase sales, better serve their clients, master information-intensive business relationships, and reduce costs. With offices in the United Sates and the United Kingdom, Satuit serves clients in more than a dozen countries as well as every major financial center. For additional information on, visit http://www.satuit.com.

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