Company Overview
Satuit Technologies is a cloud based and on-premise client relationship management (CRM) and reporting software provider for the professional investment and wealth management markets, that provides support for sales, lead management, client service and retention, compliance and client reporting. In 2021, Satuit Technologies was acquired by Tier1.
SatuitCRM is CRM software for buy-side investment professionals that can be delivered either as a hosted cloud based (SaaS) application or as a more traditional on premise application. Our service includes software licensing, support, configuration, and training as well as integration with other key industry software. With SatuitCRM you can easily track emails, phone calls, meetings, presentations, and investor reports. Uncover new opportunities, spot flagging opportunities, and see alerts for past due activities.