SatuitCRM® for financial advisors and wealth managers is a cloud application designed by investment professionals specifically for managing investment sales and investor relations. Whether you are working with an individual, a family, a household, or a trust, our software will make it easier to service existing relationships and win new clients.
Take your firm to new levels of client service, efficiency, and effectiveness.
Software built by industry professionals for asset management firms.
Introducing the Satuit Platform. CRM and Investor Portal Solutions Custom Built for You.
At Satuit, our goal is to track and interact with key vendors more effectively so that we can avoid “preventable vendor failure.”
Carderock began discussions with their Satuit Support team about the possibility of moving from their legacy CRM and report packaging products (from two different vendors),
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Focused exclusively on the Investment and Asset Management industry, Satuit’s CRM, portal, and reporting software offer a complete front-office solution delivered at a fixed price to drive improved efficiency, compliance, and results of the sales, client service, and client reporting teams. Our implementation includes software, support, configuration services, and training that can typically be completed in less than half the time of other vendors, allowing an immediate return on your investment.