High Expectations, Deep Specialization 

Prospect info

SatuitCRM is a complete front office solution for asset management sales, client service, back office and compliance teams. SatuitCRM also offers easy integration to industry leading back office, reporting and industry data to provide your team with an integrated view of all client and prospect data.

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Client Support

Download user and technical documentation, training videos, and software updates using your Satuit Customer Login.

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News

November 03, 2008CRM More Important Than Ever

Forging and maintaining strong relationships with clients is the cornerstone of every advisor’s business. But during times of volatile markets and economic uncertainty, keeping track of the method and...

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Press

December 02, 2009Sanderson Asset Management Turns to SatuitCRM

Satuit Technologies today announced that Sanderson Asset Management has deployed SatuitCRM to facilitate client relationship management (CRM) for the company’s global institutional and private custome...

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Testimonials

"SatuitCRM has quickly become a very important tool for our business. Our primary requirements were ease of use, web-based, customizable, and integration with Money Market Directory or Nelsons."

Julia M. Peter-KerrManaging PartnerQuotient Investors, LLCmore testimonials >