Satuit Partners

CRM Partners that Bring Unparalleled Synergy to Our Solutions

Satuit partners with industry leaders in the finance and investment realm to provide our customers with unparalleled value when using our CRM solutions. By doing so, we stay at the forefront of technology advancements and developments in the finance and investment industry, ensuring that our customers have access to the latest tools and innovations.

Versoft Consulting

Versoft is a consulting business that ensures clients gain the total value of their portfolio management and CRM software. Beyond standard installation, Versoft helps Satuit users leverage best practices to update, streamline, and optimize workflows and reporting. In turn, users gain greater efficiency and a higher return on their technology investments.

Dakota

Dakota offers comprehensive resources for investment industry intelligence. Their services extend beyond mere data provision, delivering actionable insights and updates tailored to investment professionals. The platform seamlessly integrates with essential sales and investment team tools, enabling you to cultivate new relationships and uncover new business opportunities.

ProFundCom

ProFundCom specializes in digital and email marketing alongside sales intelligence software, providing insightful feedback on communications. This powerful tool helps Satuit users engage prospective investors and raise Assets Under Management (AUM). Key features include email marketing, marketing automation, sales intelligence, event management, marketing reporting, and various integrations.

MD Solutions

MD Solutions provides growth-enabling services and solutions tailored to wealth management. Their extensive offerings include outsourcing, middle and back-office operations, cloud hosting, advent services, custom engineering, consulting, billing, data management, and managed services. MD Solutions works closely with clients across the investment management industry to ensure seamless operational support.

Mirador

Mirador serves as an outsourced service provider to investment teams, bringing vast experience in managing systems for wealth managers of all types. Mirador analyzes your business needs and pairs wealth advisors with the best infrastructure, providing clear and comprehensive portfolio views through their blend of financial reporting expertise and innovative data processing technology.

Learn More About Our CRM Partnerships

Contact the Satuit team to learn more about our valued CRM partners and how they can help streamline your investment processes, improve efficiency, and drive business growth.