What is Satuit CRM?

Satuit CRM, Investor Portal, and Report Packaging software provide a full front and middle office solution focused solely on the Buy-Side Asset Management industry. The CRM platform improves efficiency, lead generation, sales productivity, and compliance management. The integrated Investor Portal improves investor satisfaction and engagement while streamlining operational tasks. Software, support, configuration services, and user training are all part of the implementation process. Because we do not use third-party consultants, your site will typically be ready for users in 6-10 weeks, allowing you to see an immediate return on your investment.

Satuit Technologies provides custom software to buy-side asset managers such as Wealth Management, Hedge Funds, Private Equity, and Institutional Asset Management. Our software solutions can be delivered in the cloud or installed on your company's servers. Asset and wealth managers can increase sales, improve client service, and cut costs with SatuitCRM, Satuit2GO, SatuitCPM, Satuit Investor Portal, and Client Report Automation.

Financial CRM solution designed specifically to address investment management professionals' challenges in tracking complex relationships, sales opportunities, and historical client information.