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 * Solutions
   * Institutional Asset Management
   * Private Equity
   * Hedge Funds
   * Fund Distribution
   * Family Offices
   * Wealth Management
 * Products
   * SatuitCRM®
   * SatuitSIP® | Secure Investor Portal
   * SatuitCRA® | Client Report Automation
   * SatuitSDX® | Secure Data Exchange
   * Satuit2GO® | Mobile CRM App
 * Resources
   * Thought Leadership
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 * Solutions
   * Institutional Asset Management
   * Private Equity
   * Hedge Funds
   * Fund Distribution
   * Family Offices
   * Wealth Management
 * Products
   * SatuitCRM®
   * SatuitSIP® | Secure Investor Portal
   * SatuitCRA® | Client Report Automation
   * SatuitSDX® | Secure Data Exchange
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 * Solutions
   * Institutional Asset Management
   * Private Equity
   * Hedge Funds
   * Fund Distribution
   * Family Offices
   * Wealth Management
 * Products
   * SatuitCRM®
   * SatuitSIP® | Secure Investor Portal
   * SatuitCRA® | Client Report Automation
   * SatuitSDX® | Secure Data Exchange
   * Satuit2GO® | Mobile CRM App
 * Resources
   * Thought Leadership
 * About Us
   * News
   * Partners
   * Careers
   * Community Outreach
 * Contact Us

Menu
 * Solutions
   * Institutional Asset Management
   * Private Equity
   * Hedge Funds
   * Fund Distribution
   * Family Offices
   * Wealth Management
 * Products
   * SatuitCRM®
   * SatuitSIP® | Secure Investor Portal
   * SatuitCRA® | Client Report Automation
   * SatuitSDX® | Secure Data Exchange
   * Satuit2GO® | Mobile CRM App
 * Resources
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ASSET MANAGEMENT CRM AND INVESTOR PORTAL FOR BUY-SIDE INVESTMENT PROFESSIONALS

Satuit Technologies is the premier software solutions provider for buy-side
asset management, hedge fund, wealth management, private equity, and real estate
markets. Our asset management CRM and investor portal are highly cost-effective,
easy to implement, and easy to use.

Learn More

ASSET MANAGEMENT CRM

SatuitCRM© is created specifically for investment professionals with its
intuitive and easy-to-use interface.

INVESTOR PORTAL

SatuitSIP© Investor Portal provides online access to account data, statements,
forms, invoices, reports, and investment news.

MOBILITY

Satuit2GO© is an extremely intuitive and responsive application providing
real-time access to Contacts, Appointments, Opportunities, and Client Data.

ABOUT US


WHY CHOOSE US?

Our buy-side asset management CRM and investor portal is specifically designed
for investment professionals in the institutional, hedge fund, wealth
management, private equity, and real estate markets. Our no-code, out-of-the-box
solutions address all of your CRM, client reporting, and investor portal
demands. Get up and running quickly without custom development or 3rd party
implementers. 

SOLUTIONS

Satuit Technologies has a suite of products for either Cloud-based or on-premise
use that provide support for client acquisition, relationship management,
compliance, and reporting needs.

SUPPORT

Our skilled support team and account managers work closely with clients after
the installation, providing training classes, one-on-one training, consulting
assistance, and systems integration to assure the success of your CRM solution.


ELEGANT AND INTUITIVE UX

SatuitCRM, Investor Portal, and Report Packaging software offers a complete
front office and middle office solution focused exclusively on the Buy-Side
Asset Management industry. The CRM platform drives improved efficiency, lead
generation, sales productivity, and helps manage compliance. The integrated
Investor Portal streamlines operational tasks while improving investor
satisfaction and engagement. Implementation includes software, support,
configuration services, and user training. Because we do not outsource to 3rd
party consultants, your site will normally be ready for users in 6-10 weeks,
allowing an immediate return on your investment.

SOLUTIONS


SOLUTIONS FOR EVERY TYPE OF ASSET MANAGER


INSTITUTIONAL ASSET MANAGEMENT


FAMILY OFFICE


WEALTH MANAGEMENT


FUNDS DISTRIBUTION


PRIVATE EQUITY


HEDGE FUNDS

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TESTIMONIAL


WHAT PEOPLE SAY ABOUT OUR ASSET MANAGEMENT CRM AND INVESTOR PORTAL

Satuit opened my eyes to how a thoughtfully designed portal could help us serve
clients if it were conceived of as an extension of the CRM, rather than an
application on its own.

SatuitCRM knows how to recognize the business first and not just the contact
making it a smarter database.

By combining document delivery with data feeds, news feed, video, and other web
content, SatuitSIP provides you a powerful tool that will enhance overall
investor satisfaction.

SatuitCRA™ streamlines the critical client reporting process. By automating your
current manual report compilation functions, you will save time and reduce
errors.

Satuit2GO gives your sales reps and client managers access to key customer data
in a highly intuitive, easy-to-use application for mobile devices.

Satuit opened my eyes to how a thoughtfully designed portal could help us serve
clients if it were conceived of as an extension of the CRM, rather than an
application on its own.

SatuitCRM knows how to recognize the business first and not just the contact
making it a smarter database.


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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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SOLUTIONS

 * Institutional Asset Management
 * Private Equity
 * Hedge Funds
 * Family Offices
 * Wealth Management
 * Funds Distribution

PRODUCTS

 * SatuitCRM®
 * SatuitSIP® Investor Portal
 * SatuitCRA® Client Report Automation
 * SatuitSDX® - Secure Data Exchange
 * Mobile CRM App - Satuit2GO®

RESOURCES

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 * Thought Leadership

ABOUT US

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 * Careers
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