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Financial CRM Software

SatuitCRM

CRM and investor portal software for buy-side asset managers, hedge funds and private equity firms

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  • Marketing Management
  • Lead Management
  • Expense Tracking
  • Account Alerts
  • +12 more
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About SatuitCRM

SatuitCRM is customer relationship software from Satuit Technologies, built for investment firms on the buy side. It helps them find investors, onboard them and look after those relationships.

What SatuitCRM offers

  • SatuitCRM — CRM covering sales, lead management, client service, retention and compliance.
  • Investor portal — secure online access for investors to account data, statements, documents and forms under the firm's own branding.
  • Mobile access — a mobile application giving staff contacts, appointments, opportunities and client data on the road.
  • Client reporting — automation for producing and packaging reports.
  • Support services — training, consulting and integration after installation.

Who it works with

Institutional asset managers, wealth managers, hedge funds, private equity and real estate funds.

Key facts

  • Company: Satuit Technologies
  • Deployment: cloud-hosted or installed on the customer's own servers
  • Experience: serving buy-side firms for over thirty years
  • Typical setup time: six to ten weeks, according to the older listing text

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • Marketing Management
  • Lead Management
  • Expense Tracking
  • Account Alerts
  • Asset Management
  • Household Tracking
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Installed - Windows
  • Web-Based, Cloud, SaaS
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Business Hours

What the business tells TrustList

Delivery
SaaS (cloud), On-premise evidence sent

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