Asset Management CRM and Investor Portal for Buy-Side Investment Professionals

Satuit Technologies is the premier software solutions provider for buy-side asset management, hedge fund, wealth management, private equity, and real estate markets. Our asset management CRM and investor portal are highly cost-effective, easy to implement, and easy to use.


Asset Management CRM

SatuitCRM© is created specifically for investment professionals with its intuitive and easy-to-use interface.


Investor Portal

SatuitSIP© Investor Portal provides online access to account data, statements, forms, invoices, reports, and investment news.



Satuit2GO© is an extremely intuitive and responsive application providing real-time access to Contacts, Appointments, Opportunities, and Client Data.

About us

Why Choose Us?

Our buy-side asset management CRM and investor portal is specifically designed for investment professionals in the institutional, hedge fund, wealth management, private equity, and real estate markets. Our no-code, out-of-the-box solutions address all of your CRM, client reporting, and investor portal demands. Get up and running quickly without custom development or 3rd party implementers. 


Satuit Technologies has a suite of products for either Cloud-based or on-premise use that provide support for client acquisition, relationship management, compliance, and reporting needs.


Our skilled support team and account managers work closely with clients after the installation, providing training classes, one-on-one training, consulting assistance, and systems integration to assure the success of your CRM solution.

SatuitCRM desktop view homepage and secure investor portal mobile view

Elegant and Intuitive UX

SatuitCRM, Investor Portal, and Report Packaging software offers a complete front office and middle office solution focused exclusively on the Buy-Side Asset Management industry. The CRM platform drives improved efficiency, lead generation, sales productivity, and helps manage compliance. The integrated Investor Portal streamlines operational tasks while improving investor satisfaction and engagement. Implementation includes software, support, configuration services, and user training. Because we do not outsource to 3rd party consultants, your site will normally be ready for users in 6-10 weeks, allowing an immediate return on your investment.


Solutions for Every Type of Asset Manager


What people say about our Platform

Get in touch with our Sales Team

Focused exclusively on the Investment and Asset Management industry, Satuit’s CRM, portal, and reporting software offer a complete front-office solution delivered at a fixed price to drive improved efficiency, compliance, and results of the sales, client service, and client reporting teams. Our implementation includes software, support, configuration services, and training that can typically be completed in less than half the time of other vendors, allowing an immediate return on your investment.

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