Trust
Security & compliance
The vendor hasn’t added security or compliance details yet.
CRM and investor relations software for asset managers.
Pricing
$150+ / seat / month
Founded
2001
Team size
51-200 employees
Headquarters
Norwell, MA
Product Preview
Preview from satuit.com
At a glance
Pricing model
Tiered plans
Integrates with
DocuSignProFundComAct OnConstant ContactDotDigital+5
About Satuit Technologies
Satuit Technologies makes SatuitCRM, a purpose-built CRM, investor portal and reporting suite for the asset- and investment-management industry. It provides front-office contact and relationship management, client-service workflows, investor relationship management and automated client reporting for compliance and efficiency. It targets asset managers, hedge funds and institutional investment firms.
Pricing
$150+ / seat / monthTiered plans
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Tiered plans
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Satuit Technologies
Satuit Technologies doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
Want a negotiated price? Request a quote for Satuit Technologies and Cubbie routes it to the vendor and our procurement team.
