SatuitCRM was built by investment management professionals for other asset management professionals. Satuit’s leadership understands that the wealth management business is built on high expectations and a demanding clientele. Success requires not only having the right people, but also on giving them the right tools to achieve their goals. The Satuit team has applied our collective decades of investment industry experience to deliver Relationship Management Solutions that drive success. Our brand promise is simple: SatuitCRM: Expect Success.

Your Satuit team understands that buy-side investment management professionals face unique sales and service challenges. Your client relationships are complex and multi-tiered and your clients demand timely and accurate information. SatuitCRM provides sales and client relationship management software built specifically to track complex relationships that include consultants and third parties, to manage a long sales cycle, and to help you manage the increasing challenges associated with industry regulations and compliance. When combined with industry leading data sources, such as Money Market Directory or with integration with portfolio accounting, billing and client reporting systems, SatuitCRM can drive your sales and client service efforts to new heights.

SatuitCRM is a complete front office CRM solution that can be delivered either as a hosted (SaaS) application or as a more traditional on-premise application. The choice of delivery will be driven by your requirements. Our services included software licensing, support, configuration services, integration and training.

Built for the needs of today’s private equity firms, investment managers, asset managers, wealth managers and hedge funds.