Satuit Technologies
Empower Your Portfolio with Our CRM for Buy-Side Professionals
Satuit Technologies offers top-tier CRM software solutions for buy-side asset management, hedge funds, private equity, and real estate-focused funds. Our cost-effective and highly configurable application is specifically designed to streamline operations and increase the value of your client relationships.
CRM Software for Buy-Side Investors
Asset Management CRM
Satuit’s CRM helps asset managers identify, onboard, and nurture investor relationships. It boosts compliance, minimizes risk, and optimizes client connections to grow AUM for fund success.
Secure Investor Portal Solutions
Satuit’s Secure Investor Portal offers investors 24/7 secure access to account data, documents, and forms with your firm’s branding.
Servicing Buy-Side Investment Professionals for Over 30 Years
For over thirty years, Satuit Technologies has catered to investment professionals in diverse markets, such as hedge funds, institutional asset managers, wealth management, private equity, and real estate. Our CRM for asset management and investor portal aims to enhance sales, lead management, client services, and retention while upholding industry compliance standards.
Who We Help
Institutional Asset Managers
Our Solutions
Cloud-Based
Users have the option to host our Customer Relationship Management (CRM) system in the cloud, which provides enhanced flexibility and scalability to adapt to our evolving business needs.
On-Premise
The application can be hosted on your servers, granting you complete control over the software environment and data management.
Thoughtfully Designed CRM Software for Buy-Side Investors Backed by Excellent Support
Interactive Investment Analysis
Our Investor Portal offers a self-service platform for clients. Here, your investors can effortlessly track their investment performance history, review transactions, and search or download details of their holdings. Additionally, it allows for easy updates to communication preferences and contact details.
Document Management & Delivery
Forms and content can be easily shared and distributed across multiple clients, seamlessly incorporating secure document delivery and data feeds into various web content formats.
Streamlined Client Reporting
Our Packaging engine streamlines critical client reporting and automates your current manual report compilations, saving time and reducing errors.
Support Team
Satuit’s proficient support team offers white-glove assistance for client acquisition, relationship management, implementation, compliance, and reporting, whether it’s on the cloud or on-premises.
Interactive Investment Analysis
Our Investor Portal offers a self-service platform for clients. Here, your investors can effortlessly track their investment performance history, review transactions, and search or download details of their holdings. Additionally, it allows for easy updates to communication preferences and contact details.
Document Management & Delivery
Forms and content can be easily shared and distributed across multiple clients, seamlessly incorporating secure document delivery and data feeds into various web content formats.
Streamlined Client Reporting
Our Packaging engine streamlines critical client reporting and automates your current manual report compilations, saving time and reducing errors.
Support Team
Satuit’s proficient support team offers white-glove assistance for client acquisition, relationship management, implementation, compliance, and reporting, whether it’s on the cloud or on-premises.
See What Our Valued Clients Are Saying
Contact Us to Explore Our CRM & Investor Portal Solutions
Contact us to discuss how our CRM and investor portal solutions can tailor-fit your business’s unique needs, propelling you toward unparalleled wealth management success.
