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Read 18 Satuit Technologies reviews and testimonials from customers, explore 7 case studies and customer success stories, and watch customer videos to see why companies chose Satuit Technologies as their

Satuit Technologies is the premier provider of CRM, client reporting and portal software solutions for buy-side asset management, institutional, hedge fund, wealth management, private equity, and real estate markets. Satuit Technologies software provides support for sales, lead management, client service and retention, compliance and client reporting. The firm has over 20 years of experience providing clients across the globe with their CRM and reporting solutions.

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  • 7 Case Studies View
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Customer Rating Review Score based on 2379 reference ratings
4.8/5.0 (2379)

18Testimonials

  • “Alignvest chose SatuitCRM® because of Satuit’s vertical market focus along with the firm’s extensive experience with the buy-side investment industry.”

    Alignvest Management Corporation Fund Manager

  • "SatuitCRM has enabled all user groups to relinquish reliance on individual tracking spreadsheets and repetitive data entry."

    David Curnow Director in Epoch’s IT group

  • "SatuitCRM knows how to recognize the Business first and not just the contact making it a smarter database."

    Jeannie Woo VP of Operations
17 more testimonials currently locked

7 Case Studies

  • Calcap Adopts Satuitcrm And Investor Portal

    Drew Buccino Executive Vice President

  • Carderock Successfully Migrates And Integrates Client Systems

    Dan Kane Carderock Capital Management

  • SatuitCRM Delivers 374% ROI for CALCAP Advisors

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Additional Satuit Technologies Information & Resources

Read Satuit Technologies Reviews, Testimonials & Customer References from 18 real Satuit Technologies customers.

Browse Satuit Technologies Case Studies, Customer Success Stories, & Customer References from 7 businesses that use Satuit Technologies.

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