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Satuit Technologies

Asset management CRM, wealth management CRM and secure data distribution products. Founded 1994 by Karen Maguire (PhD). Products include SatuitCRM, SatuitPAC (packaging), and SatuitSIP (secure investor portal).

Overview

Pricing Model
enterprise
Founded
1994

Products & Services

SatuitCRM

b2b

Industry-specific CRM for buy-side investment professionals - manages investor relationships, compliance, and client acquisition

  • Investor relationship management
  • Compliance tracking
  • Lead management
  • Client services
  • Cloud or on-premise deployment
Learn more

Satuit Secure Investor Portal (SatuitSIP)

b2b

Secure portal giving investors 24/7 access to account data, documents, and forms with firm branding

  • 24/7 investor access
  • White-label branding
  • Document management
  • Performance tracking
  • Secure document delivery
Learn more

SatuitCRA (Client Reporting Automation)

b2b

Automated client reporting engine that streamlines report compilation, reducing errors and saving time

  • Automated report compilation
  • Error reduction
  • Custom report templates
  • Data integration
Learn more
Bundle available - Combined CRM + Portal packages available off

Company Information

Legal Name
Satuit Technologies, Inc.

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