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

Manage Complex Relationships

With SatuitCRM you can easily track emails, phone calls, meetings, presentations, and investor reports. Our graphical interface makes it easy to spot the level of engagement with a prospect or an investor.

Manage Legal & Compliance Workflow

Our asset management CRM helps you manage the growing challenges associated with industry regulations and compliance.

Support Business Development

Your sales team can track new RFP’s, fund flows, and additions to existing accounts. Uncover new opportunities, spot flagging opportunities, and see alerts for past due activities.

Fully integrated with industry 3rd party partners

Outlook, Gmail, & DocuSign

Transfer important email strings or meetings seamlessly and efficiently with Outlook and Gmail Add-ins. Streamline account opening and processing with DocuSign e-signature integration.

Industry Leading Portfolio Accounting & Custodial Data

Integrate with portfolio accounting, billing, and client reporting systems, or industry-leading data sources such as Eagle PACE, Advent, Charles River Analytics, FinSearches, Money Market Directory, and Broadridge.

E-marketing Software

Choose one of six e-marketing partners to help nurture and support lead generation by integrating with vendors like Act-On, Constant Contact, and Mailchimp.

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: An Asset Management CRM Solution Custom Built for You.

asset management CRM open on laptop and mobile CRM app open on iphone
Easily capture and share sales and client data in real-time
Manage complex relationships with investors and their consultants
Support business development
Manage legal and compliance workflow
Manage travel planning and roadshows
Fully integrated with Outlook, Gmail, and Google Maps
Integrated e-marketing to support lead generation
Integrates with portfolio accounting and custodial data
Automate investor reporting
Mobile version available for phones and tablets

Integration Partners

We are proud to work with innovative organizations and institutions from financial services to academia and beyond.

View Other Satuit Products

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.

  • This field is for validation purposes and should be left unchanged.