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

Satuit Named to Inc. 5000

In August, Satuit Technologies, Inc was honored to be named to the Inc 5000 for the third straight year. Companies are selected for the list in based on their 2008 results. The nominations are made...

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Press

February 11, 2010Satuit Shows Strong Growth in 2009

Satuit Technologies, Inc., the leading provider of customer relationship management (CRM) solutions for investment professionals, today announced that the company’s earnings for 2009 grew by 80% year ...

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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 >