First eagle

First Eagle Investment Management

"Being built for the institutional asset management industry, it provided many features out of the box that directly addressed our requirements when managing client accounts and attracting new assets.” 

Greg Cassano
Vice President, Institutional Sales


Alpha Real Capital

"Satuit stood head and shoulders above other solutions because it was designed by people from fund management backgrounds for fund management businesses."

Simon Housden
Sales & Marketing Director

Fort Washington

Fort Washington Investment Advisors, Inc.

"Satuit is viewed as a mission critical system at Fort Washington, and I come to work every day feeling like I have a system that makes my life easier and more fun. Being able to manage and access all of our data in an organized manner provides us with better decision-making tools, which allows us to be better marketers. It also gives us a more robust and meaningful sales activity tracking and reporting solution for management. Some of the systems we evaluated were a blank canvas requiring extensive development, while others were designed generically for financial institutions, but would have required significant customization. We can say with great confidence that we made the right choice, and Satuit is the perfect fit for us."

Margaret C. Bell
Managing Director of Business Development


Cornerstone Management Inc.

"I was so happy I actually cried when it worked.  SatuitPackMan has streamlined a cumbersome process into one that creates a tangible benefit for us and for each of our clients."

Cheryl Cunningham
Senior Trust Administrator


Quotient Investors, LLC

"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. I did not want a system that cost a fortune or one that needed an IT department to get it up and running. SatuitCRM met all of our needs, and we have been very satisfied with the system and service. I have worked with several other CRM systems, both inexpensive and expensive solutions, and did not find any of them as good as SatuitCRM. As a fledgling boutique manager with limited resources, I am now able to reach out to many more consultants and prospects than I otherwise would have with other CRM solutions."

Julia M. Peter-Kerr
Managing Partner


Sands Capital Management

"Our list of requirements were many and Satuit Technologies provided the best overall solution for investment professionals."

Dana McNamara
Director of Client Services


Integre Advisors, LLC

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

Jeannie Woo
VP of Operations

Montanaro Asset Management Limited

"We like the ease of management of e-mail distribution lists, the management reporting capabilities of the system and the ability to create dashboards to monitor key client activities."

Cedric Durant des Aulnois
Head of Business Development

kanawha logo

Kanawha Capital Management

"We picked Satuit over the competitors for two main reasons: 1) the software's integration with our back office system, and 2) the firm's understanding of the investment industry and its complex relationships."

Lorraine Fisher
Operations Manager

cedar hill logo

Cedar Hill Associates

"We liked the integration to our other systems, Advent and PackMan, and SatuitCRM allows us to consolidate our systems to make it easier to use."

Debbi Frenzel
Principal in Operations

algert global

Algert Global, LLC

"We have been impressed with the seamless integration and functionality of Satuit's solution."

Scott Draper
Partner and Director of Marketing

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