who are we?
Satuit Technologies, Inc. is a global leader in cloud-based and on-premise client relationship management (CRM) and reporting software for the asset management market that is easy to implement, use, and maintain.
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. The firm has nearly 30 years of experience providing clients across the globe with their CRM and reporting solutions. Started in 1994 and headquartered in Braintree, MA, Satuit is a global leader which has served over 500 clients in more than 35 countries.
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. Each is tailored to a specific sector of the institutional asset management market.
Satuit Technologies offers cloud-based and on-premise solutions that provide support for sales, client retention, operations, and compliance in the Asset Management area. The company’s software solutions include SatuitCRM®, Satuit2GO®, SatuitCRATM, and SatuitSIPTM Investor Portal. These enable asset and wealth managers to increase sales, improve client service, and reduce costs.
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.
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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.