The asset management and investing industry is steadily witnessing a rise in the use of wealth management software, with recent reports revealing that the global
Currently, family offices in the wealth management sector manage an astounding $5.9 trillion in assets world-wide. With a significant portion of the world’s wealth concentrated
Adopting new systems for your asset management firm can be a gamble, especially for those who are set in their ways when it comes to
Satuit’s CRM is designed to streamline operations and elevate client service. Whether managing relationships with individuals, families, households, or trusts, our CRM software simplifies the
Satuit and Dakota’s partnership provides a new integrated solution for sales teams targeting the investment sector. Learn how It offers a comprehensive approach to relationship
Satuit Technologies offers an award-winning cloud-based and mobile CRM for investors of private equity firms to simplify the fundraising pipeline and manage their General and
Satuit’s CRM software for fund distributions is specifically designed to optimize the efforts of fund distribution teams. Download our brochure to learn how to arm
Single and multiple family offices can equip themselves with a comprehensive software platform by SatuitCRM. Download the brochure to find out how family offices can
SatuitCRM enables a tailored experience to the unique needs of hedge fund managers. Download our brochure to learn how your hedge fund can see customization
SatuitCRM distinguishes itself with a robust array of features designed specifically for institutional investors and asset managers. Download our brochure to learn more about how