THE BOTTOM LINE
CALCAP Advisors deployed Satuit to modernize and automate its investor management and communications processes and position itself for growth. Nucleus found that the Satuit project enabled the firm to increase the consistency and efficiency of communications, improve security, and provide clients with a professional self-service portal for improved transparency and better client reporting while increasing partner productivity by 2.5 percent.
Payback: 4 months
Average annual benefit: $107,853