Case Study: South Texas Money Management integrates CRM and back office systems with Satuit Technologies

South Texas Integrates CRM with Back Office Systems

South Texas Money Management, Ltd. uses SatuitCRM to support its client relationship management needs, and it wanted to connect client account data with two back office systems. The firm needed timely access to holdings, transactions, performance, assets under management, and trading restrictions across more than 3000 accounts.

Satuit Technologies built a custom integration plug-in for the portfolio accounting and trade order management systems, along with a supplemental data feed for trading restrictions. The nightly updates went live at the end of October 2016, and South Texas Money Management has since been receiving and transmitting automated daily updates across the three systems.

South Texas Money Management, Ltd.

Jeanie Wyatt

CEO