Asset Management CRM: SatuitCRM®
SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments.
A CRM software for buy-side investment professionals
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.
Easily manage sales and client data
Fully integrated with industry 3rd party partners
In addition to our investment management CRM we provide a variety of solutions for the asset management market including our Secure Investor Portal, Client Report Automation Software, and mobile CRM app. Easily integrate the Satuit Platform with any existing systems utilizing our Secure Data Exchange.
Contact our specialists today to see how the Satuit Platform suite of products can assist your organization.
Introducing SatuitCRM: A CRM Solution Custom Built for You.
Mobile CRM App: Satuit2GO®
Mobile CRM App: SATUIT2GO® As a professional on the move, you need fast access to the information that drives your business. Satuit2GO CRM software was
Secure Data Exchange Platform: SatuitSDX®
Secure Data Exchange Platform: SatuitSDX® Our Secure Data Exchange platform SatuitSDX extends our native integration with easy-to-implement application integration and extensions to our software solutions.
Secure Investor Portal: SatuitSIP®
Secure Investor Portal: SatuitSIP® The SatuitSIP Secure Investor Portal provides asset management professionals and their investors with secure 24×7 access to account data, documents, and
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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.