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Satuit Technologies

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Read 18 Satuit Technologies reviews and testimonials from customers, explore 12 case studies and customer success stories, and watch customer videos to see why companies chose Satuit Technologies as their Lead Management Software

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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  • 18 Testimonials View
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Customer Rating Review Score based on 2543 reference ratings
4.8/5.0 (2543)

18Testimonials

  • "We liked the integration to our other systems, Advent and PackMan, and SatuitCRM allows us to consolidate our systems to make it easier to use."

    Debbi Frenzel Principal in Operations

  • "Satuit is viewed as a mission critical system at Fort Washington, and I come to work every day feeling like I have a system that makes my life easier and …

    Margaret C. Bell Managing Director of Business Development

  • "Being built for the institutional asset management industry, it provided many features out of the box that directly addressed our requirements when managing client accounts and attracting new assets.”

    Greg Cassano Vice President, Institutional Sales
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12 Case Studies

  • Epoch Investment Partners, Inc. - Customer Case Study

    David Curnow Director in Epoch’s IT group

  • Carderock Capital Management completes 5-month data transition with Satuit Technologies

  • Heritage Investors Management Corporation automates 1,300+ portfolio reports with Satuit

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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 12 businesses that use Satuit Technologies.

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