SatuitCRM vs Salesforce: Why Investment Managers Stop Customizing and Start Closing
When an investment management firm decides it is time to upgrade its CRM, Salesforce usually appears on the shortlist. It is the world’s most recognized CRM platform, and for good reason, it has a vast partner ecosystem, extensive marketing muscle, and a proven track record across hundreds of industries. But investment management is not “hundreds […]
How Asset Managers Can Strengthen Compliance with Better Data Visibility
Regulatory complexity in asset management has never been greater. From SEC reporting obligations to MiFID II requirements and evolving fiduciary standards, compliance teams are under constant pressure to demonstrate that every client interaction, investment decision, and communication meets regulatory standards. Yet many firms still rely on fragmented data spread across spreadsheets, email inboxes, and siloed […]
CRM Metrics Every Asset Management Firm Should Be Tracking
In asset management, relationships are everything. Your ability to win mandates, retain clients, and grow AUM hinges not just on investment performance, but on how effectively your team manages the people and processes behind the portfolio. That’s where your CRM becomes one of your most powerful tools. But a CRM is only as valuable as […]
Why Hedge Funds Choose SatuitCRM
Running a hedge fund has never been more complex. Between managing sophisticated investor relationships, staying ahead of regulatory requirements, and competing for capital in an increasingly crowded market, fund managers need every operational advantage they can get. Yet many hedge funds still rely on generic CRM tools built for sales teams selling software subscriptions, not […]
Investment Firm Growth: What Breaks First and How a CRM Helps
Success brings its own set of problems. You start with a small team, a manageable portfolio, and a clear mission. The strategy works; assets under management increase, the team expands, and suddenly, the systems that worked seamlessly for a boutique operation start to grind against the weight of a scaling enterprise. Growth in investment management […]
Why Most CRMs Fail Financial Advisors and How to Fix the Gaps
Most investment firms already have a CRM. Yet advisors continue managing relationships through spreadsheets, email, and manual processes. Between 50% and 70% of CRM implementations fail to deliver their intended results, with poor user adoption as the leading cause. Generic systems built for sales teams don’t account for the complexity of investment management. Advisors juggle […]
2025 Recap: Growth, Innovation, and a Clear Vision for Satuit’s Future
As 2025 comes to a close, we’re reflecting on a year defined by expansion, modernization, and deep collaboration with our customers. Satuit continued to advance both product innovation and client success, shaping the future of CRM for investment professionals. Here’s a look back at our biggest wins, key accomplishments, and what’s ahead for 2026. Biggest […]
Why Your Investment Management Firm Needs SatuitCRM in 2026
As competition intensifies and investor expectations evolve, investment management firms face increasing pressure to operate with peak efficiency and precision. And the tools that supported your firm yesterday may not provide the edge needed for tomorrow. For professionals in institutional asset management, private equity, and wealth management, success in 2026 will depend on leveraging technology […]
A Recap of SatuitCRM’s Latest Version Release: 18.0
We’re excited to announce the release of SatuitCRM Version 18.0, a significant update that enhances user experience, system performance, and scalability. This release focused heavily on our UX/UI, introducing a modernized interface, improved integrations, and foundational updates that pave the way for future enhancements. Modernized User Interface Version 18.0 brings a complete overhaul of SatuitCRM’s […]
Dura Software Kicks Off the Year With Acquisition of Satuit Technologies
SAN ANTONIO, January 9, 2024 – Off to a fast start in 2024, Dura Software has recently completed the acquisition of the Asset Management CRM solution provider, Satuit Technologies. Satuit provides a highly customizable Asset Management CRM and investor portal for investment professionals, hedge funds, wealth management, private equity, and real estate markets. Satuit offers […]