Satuit Technologies provides a robust CRM and Portal software platform for the investment management community. Our partners play an important role in our success by providing industry data and complementary services that help us help our clients build relationships and find more opportunities. Our partners provide many different types of services that help make our CRM a central command center for all client and prospect-facing data and documents.

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Act-On Software is the leader in adaptive marketing solutions that empower marketers to achieve the purposeful and personalized engagement that their business needs to thrive. Act-On makes customer data actionable, enabling marketers to strategize better business outcomes, drive more relevant multi-channel marketing, and generate higher customer lifetime value -- all with the fastest time-to-value.


Broadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. Broadridge's investor communications, securities processing and business process outsourcing solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge's infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America, and processes more than $5 trillion in fixed income and equity trades per day. Broadridge employs approximately 6,700 full-time associates in 14 countries.

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Constant Contact

Constant Contact is built to simplify the complex and confusing task of marketing your idea, even if you’re a beginner. And our award-winning team of marketing advisors is there for every customer, every step of the way, offering live, real-time marketing advice on the phone or online anytime you get stuck. Whether it’s creating great-looking email marketing campaigns, building an awesome website with ease, creating a beautiful logo for your brand, running Google Ads to get more website traffic, or finding new customers on social media, we’ve got all the tools, features, and expert guidance you need to help you succeed - all in one place.

Dakota Marketplace

Dakota Marketplace is an all-in-one solution that provides investment sales teams with complete and accurate data to help accelerate their fundraising efforts. Marketplace is a database that's complete, accurate, and updated daily across institutional and intermediary channels in the US and globally.

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DocuSign® is changing how business gets done by empowering more than 100,000 companies and more than 50 million users in 188 countries to sign, send and manage documents anytime, anywhere, on any device with trust and confidence. DocuSign replaces printing, faxing, scanning and overnighting documents with the easiest, fastest, most trusted way to make every approval and decision digital. Our eSignature software and Digital Transaction Management platform enable organizations of every size, industry and geography to accelerate contracts, approvals and workflows. DocuSign keeps life and business moving forward.

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The UK's no.1 largest email marketing provider with 70,000 users in over 150 countries, is an easy to use, powerful e-mailing tool that allows you to create, send and track e-mail campaigns quickly and easily. Dotdigital is part of the multi-award winning Dotdigital Group. The Dotdigital Group plc is a full-service digital marketing agency that drives website traffic and sales through strategy and design, providing future-proof solutions to our clients at affordable prices. SatuitCRM integrates with Dotdigital e-mailing software applications. Dotdigital allows your SatuitCRM users to deliver targeted, relevant messages to your most important audiences easily and quickly. SatuitCRM’s e-distribution module allows you to use emailing software applications to track e-mail deliveries, opens, forwards, and click-throughs, so you can optimize and report on your e-Marketing activities.

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FINsearches, the most powerful and complete sales and marketing source available, aggregates the manager search leads from our US defined benefit product, fin|daily, as well as our Foundation & Endowment product, Nonprofit News, and makes them available in a user-friendly database that enables clients to make the most of those opportunities. FINsearches gives users unparalleled access to intelligence enabling them to easily and effectively research their prospects.

MD Solutions

MD Solutions helps financial firms future-proof their businesses by offering middle- and back-office services and solutions backed by decades of technology experience and a reputation for excellence and reliability.

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Mirador, LLC is the leading provider of bespoke portfolio performance reporting solutions for high net-worth families & family offices, wealth management firms, and endowments & foundations. In partnership with the pre-eminent data providers in the wealth management space, Mirador implements and/or operates the technology suite which is best suited for client needs and provides them with the fully customized reporting solutions they define.


Integrate APIs in seconds — Stop writing boilerplate code, struggling with authentication and managing infrastructure. Pipedream is a low code integration platform built for developers.

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Redi2 Technologies

Redi2 Technologies is a market-leading, revenue management solution provider that collaborates with its clients to automate and continuously improve their fee calculation, billing and collection, and business planning processes. Redi2 Revenue Manager™ is the industry's first revenue management Software as a Service (SaaS) deployment, which helps firms improve cash flow, increase operating efficiency, reduce operational risk, and meet ever-increasing regulatory compliance and accountability obligations while simultaneously enhancing their revenue analysis, forecasting and reporting capabilities. With over $1 trillion in billable AUM, Redi2’s product line provides automated fee billing and revenue management solutions for institutional asset managers, investment sponsors, independent broker dealers, private wealth managers, TAMPs and other third-party service providers.



Seismic is the industry-leading sales enablement and marketing orchestration solution, aligning go-to-market teams while empowering them to deliver engaging buyer experiences that drive growth. Seismic’s Storytelling Platform TM delivers innovative capabilities for marketers to orchestrate content delivery across all channels, and for sellers to engage with prospective buyers in a compelling, resonant manner at every step of the buyer journey. More than 600 enterprises including IBM and American Express have made Seismic their sales enablement platform of choice. The Seismic Storytelling Platform TM integrates with business-critical platforms including Microsoft, Salesforce, Google and Adobe. Seismic is headquartered in San Diego, with offices across North America, Europe, and Australia.

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SharpSpring is a highly-rated global provider of affordable, cloud-based marketing automation. Marketing agencies and businesses around the world rely on SharpSpring to generate leads, improve conversions to sales, and drive higher returns on marketing investments. Known for innovation, open architecture, and exceptional customer support, SharpSpring offers flexible monthly contracts at a fraction of the price of its competitors.

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Standard & Poor's

SatuitCRM provides tight integration and delivery of Money Market Directories data to clients with a subscription to the MMD services. Money Market Directories, a Standard & Poor's company, maintains a database of pension fund sponsors, endowments, public and private foundations, hospitals, consultants, and investment managers.

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SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world. Some 10,000 financial services organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services. These clients in the aggregate manage over $44 trillion in assets.


ProFundCom is the leading digital marketing platform in finance, built to exacting compliance and security standards. Their goal is to provide digital marketing teams with the best toolkit to help them demonstrate their impact on raising AuM. ProFundCom platform proactively helps to identify opportunities to raise and preserve AuM by giving sales and marketing teams the insights to know where to focus, who to contact and how to make the most of time and resources. With offices in London, New York, Geneva and Bangalore, they work with retail and institutional fund providers, boutiques and private banks on a global basis.

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Versoft Consulting

Versoft Consulting was formed to help clients get the full value from their portfolio management and CRM software. The consultants at Versoft want to make sure that you are not just using the basic installation, but implementing best practices. This comes from updating, streamlining, and optimizing workflows and reporting so that your efficiency goes up, thereby empowering you to provide a higher level of service to your clients.


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Want to partner with us?

Are you a software or services provider and want to become partners with Satuit Technologies? We are always on the look-out for other firms to work with to help give our impressive list of buy-side clients the best options available. Complete the form below to learn how we can work together.

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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