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.
Mobility
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.
Solutions
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.
Support
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.
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
Solutions for Every Type of Asset Manager
testimonial
What people say about our Asset Management CRM and Investor Portal
Partners
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.
