CRM and Investor Portal Software for Buy-Side Investment Professionals
Satuit Technologies is the premier provider of CRM and portal software solutions for buy-side asset management, hedge fund, wealth management, private equity, and real estate markets. Our solutions are highly cost-effective, easy to implement, and easy to use.
CRM
SatuitCRM© is an intuitive, easy-to-use CRM solution created specifically for buy-side investment professionals: Institutional Asset Managers, Wealth Managers, Fund Distribution, Hedge Funds, and Private Equity.
Investor Portal
SatuitSIP© Investor Portal provides online access to current account data, statements, reports, forms, invoices, and investment news, along with direct links to your company website.
Mobility
Satuit2GO© is an extremely intuitive application for mobile devices, providing your team with real-time access to Contacts, Appointments, Opportunities, and Client Data while on the road.
About us
Why Choose Us?
Satuit Technologies, Inc. is the premier provider of CRM, client reporting, and portal software solutions for buy-side asset management, institutional, hedge fund, wealth management, private equity, and real estate markets. Satuit Technologies software provides support for sales, lead management, client service and retention, compliance, and client reporting.
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
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What people say about our Platform
Partners
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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.
