CRM and Investment Software Products


Satuit Technologies offers tailor made CRM and investment software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management.  Our software solutions can be delivered as a cloud solution or installed on your corporate servers.  We have been developing and delivering award winning software since 1994.   Our products: SatuitCRM®, Satuit2GO®, SatuitCRA® Client Report Automation and Investor Portal enable asset and wealth managers to increase sales, improve client service, and reduce costs.

SatuitCRM®

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SatuitCRM®

SatuitCRM is the industry-leading CRM for investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds and Alternative Investments. Our award winning Customer Relationship Management software was developed by a team of experienced investment professionals who understand the complexity of investment sales, client service and compliance regulations. The software is powerful, yet easy to use and may be implemented as a cloud solution or installed on your servers.

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SatuitSIP Investor Portal

Investor Portal

SatuitSIP Investor Portal

Satuit's Investor Portal provides a cost effective solution for the delivery of content to your clients and investors and for sharing documents with external parties. Our secure portal allows you to provide content including monthly or quarterly statements, K-1s, Capital Call notices, financial reporting, newsletters and investor forms. The portal may be branded and embedded in your corporate website.

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Mobile App: SATUIT2GO®

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Mobile App: SATUIT2GO®

As a professional on the move, you need fast access to the information that drives your business. Satuit2GO was created specifically for tablet devices and smartphones, putting your CRM data at your fingertips. Satuit2GO is a highly intuitive application that can be mastered in minutes, not days, and is ideal for professionals who spend a lot of time out of the office.

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Client Report Automation: SatuitCRA™

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Client Report Automation: SatuitCRA™

The operations team of a typical asset management firm with 500 clients may spend up to 6 weeks to complete the client statement process each quarter. The work is not only time consuming, but it is also prone to human error. Now you can easily master the work of organizing, publishing, printing and delivering client statements and report packages. SatuitCRA is a comprehensive Content Management Solution for creating personalized reporting packages for clients and their advisors.

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Executive Reporting and Portal

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Executive Reporting and Portal

Managers need timely reporting information at their fingertips - searching email for current or previous month end reports is a waste of valuable time. Waiting for your sales assistant to complete the monthly management report package may feel like watching paint dry. Satuit’s Executive Portal gives your management team real time updates on new sales, AUM and fund flows along with a secure portal for current and historical management reporting.

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