Case Study: Alignvest Management Corporation reduces 45-106 reporting workload with SatuitCRM from Satuit Technologies

Satuitcrm® Helps Alignvest Manage New Sales And Form 45-106 Reporting

Alignvest Management Corporation, a Canadian alternative investment management firm, needed a CRM upgrade to support business growth and regulatory reporting. The firm had to prepare Canadian Form 45-106, which requires investment flow details for each contact, while also tracking complex client relationships, multiple accounts, and interactions across direct and brokered sales. Alignvest chose Satuit Technologies and SatuitCRM because of the vendor’s focus on the buy-side investment industry and experience integrating with fund administrators.

Satuit Technologies implemented a fully automated process to pull fund data from CommonWealth Fund Services and update it in SatuitCRM alongside contact data. That gave Alignvest one system for the information needed to prepare its Form 45-106 filing, with quality checks performed against the original source files. Alignvest anticipates the report workload will drop from hundreds of hours to just a few days, with fewer errors and year-round monitoring of data completeness.

Alignvest Management Corporation