Category: Case Studies

After transitioning from their previous investor portal solution, Venator Capital Management adopted SatuitCRM and has been using the platform for a year, which in turn

In order to manage the complexity of each client portfolio, Heritage Investors Management Corporation opted to utilize Satuit’s Client Report Automation solution to produce over

Carderock Capital Management found the need to move their legacy CRM and report packaging products from separate vendors to a singular integrated approach. Learn about

Find out how TCG realized that as business continued to grow it would also require asset management CRM and how Satuit helped them do that.