Audience
Financial Service Industry
About SatuitCRM
Acquired by Tier1 Financial Solutions in 2021, Satuit Technologies is the premier provider of CRM, reporting, and portal software solutions for Buy-Side asset management, hedge fund, wealth management, private equity, and real estate markets. The company has offices in Canada, the United States, and the United Kingdom and serves clients in more than thirty-five countries.
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Pricing
Free Trial:
Free Trial available.
Company Information
Satuit Technologies
Founded: 1994
United States
www.tier1fin.com/satuit
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Chromebook
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
SatuitCRM Frequently Asked Questions
SatuitCRM Product Features
Financial CRM
Account Alerts
Supported
Asset Management
Supported
Expense Tracking
Supported
Household Tracking
Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Supported
Influence Tracking
Not Supported
