CRM and Investment Software Products

Satuit Technologies offers tailor-made CRM and investment software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity, and Institutional Asset Management. Our software solutions can be delivered as a cloud solution or installed on your corporate servers. We have been developing and delivering award-winning software since 1994. Our products: SatuitCRM®, SatuitSIP® Secure Investor Portal, Satuit2GO®, and SatuitCRA® Client Report Automation enable asset and wealth managers to increase sales, improve client service, and reduce costs.

SatuitCRM is the industry-leading CRM for investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments. Our award-winning Customer Relationship Management software was developed by a team of experienced investment professionals who understand the complexity of investment sales, client service, and compliance regulations. The software is powerful, yet easy to use and may be implemented as a cloud solution or installed on your servers.


SatuitSIP® Secure Investor Portal

Satuit’s Investor Portal provides a cost-effective solution for the delivery of content to your clients and investors and for sharing documents with external parties. Our secure portal allows you to provide content including monthly or quarterly statements, K-1s, Capital Call notices, financial reporting, newsletters, and investor forms. The portal may be branded and embedded in your corporate website.​

The operations team of a typical asset management firm with 500 clients may spend up to 6 weeks to complete the client statement process each quarter. The work is not only time-consuming, but it is also prone to human error. Now you can easily master the work of organizing, publishing, printing, and delivering client statements and report packages. SatuitCRA is a comprehensive Content Management Solution for creating personalized reporting packages for clients and their advisors.​

Client Report Automation: SatuitCRA™

SatuitSDX® Secure Data Exchange​

SatuitSDX | Secure Data Exchange extends our native integration with easy-to-implement application integration and extensions to the Satuit Platform. With SatuitSDX, your team can integrate the Satuit Platform with your preferred e-marketing vendors, portfolio accounting, and investor reporting tools.​

As a professional on the move, you need fast access to the information that drives your business. Satuit2GO was created specifically for tablet devices and smartphones, putting your CRM data at your fingertips. Satuit2GO is a highly intuitive application that can be mastered in minutes, not days, and is ideal for professionals who spend a lot of time out of the office.​

Mobile App: SATUIT2GO®

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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