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Satuit Technologies
Satuit Technologies is a global provider of client relationship management (CRM) and reporting solutions for the professional investment market, focusing on asset management, wealth management, hedge funds, and institutional investors.
Email: info@satuit.com
Phone: +1 781 871 7788
products
SatuitCRM
Category: Investor Relationship Management (IRM) Systems
Category: Fundraising CRM Systems
CRM solution specifically designed for investment professionals, featuring investor management, contact management, activity tracking, marketing list management, client reporting, client portal, and mobile access. Offers both cloud and on-premise deployment options..
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SatuitCRM Mobile
Category: Mobile Meeting Technology
SatuitCRM Mobile offers mobile meeting management specifically for investment professionals, with features for preparing meeting briefs, capturing meeting notes, associating notes with opportunities, logging calls, creating follow-up tasks, and accessing client information offline..
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SatuitCRM with Marketing Automation
Category: Marketing Automation Platforms
Provides marketing automation for fund distribution teams, including campaign workflows, sales tracking, compliant email distribution, lead nurturing, and integration with fund databases and outlook..
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