Satuit Technologies

Satuit Technologies develops client relationship software for buy-side investment firms. For over thirty years it has worked with asset managers and funds, supporting sales, lead management, client service and investor reporting while helping firms meet compliance rules.

What Satuit Technologies offers

• Asset management CRM — software for finding, onboarding and looking after investor relationships, with compliance support.
• Investor Portal — a branded, secure site where investors can view account data, documents and forms at any time.
• Investor self-service — portal users can check performance history, transactions and holdings, and update contact and communication preferences.
• Document delivery — sharing and distributing forms and content securely across many clients.
• Deployment choice — the CRM can be hosted in the cloud or installed on a firm's own servers.

Who it works with

Buy-side firms including institutional asset managers, hedge funds, wealth managers, private equity houses and real estate funds.

Key facts

• Based in: United States
• Experience: over 30 years serving investment professionals
• Hosting: cloud or on-premise