Description: Asset management CRM and Investor Portal solutions supporting sales, lead management, client service, compliance, and investor reporting.
Satuit Technologies is the premier software solutions provider for buy-side asset management, hedge fund, wealth management, private equity, and real estate markets. Our asset management CRM and investor portal are highly cost-effective, easy to implement, and easy to use.
SatuitCRM© is created specifically for investment professionals with its intuitive and easy-to-use interface.
SatuitSIP© Investor Portal provides online access to account data, statements, forms, invoices, reports, and investment news.