Trust
Security & compliance
The vendor hasn’t added security or compliance details yet.
CRM and investor relations software for asset managers.
Pricing
From $150 / seat / mo
Founded
2001
Team size
51-200 employees
Headquarters
Norwell, MA
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.
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.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Satuit Technologies
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