CRM software for the buyside, helping Investment and wealth managers to manage relationships and grow clients

The company's proprietary software, including SatuitCRM, SatuitPAC (packaging), SecurePDF, and SatuitSIP (secure portal), enable asset and wealth managers to better serve their clients, master information-intensive business relationships, to win new clients, and reduce costs. With offices in the United States and the United Kingdom, Satuit serves firms in more than a dozen countries as well as every major financial center. For additional information visit: www.satuit.com. SatuitCRM is built...

The company's proprietary software, including SatuitCRM, SatuitPAC (packaging), SecurePDF, and SatuitSIP (secure portal), enable asset and wealth managers to better serve their clients, master information-intensive business relationships, to win new clients, and reduce costs. With offices in the United States and the United Kingdom, Satuit serves firms in more than a dozen countries as well as every major financial center. For additional information visit: www.satuit.com. SatuitCRM is built on the fact that the asset management business is filled with high expectations and deep specialization. Success requires the most powerful tools you can get to achieve results. That's why we have applied our direct industry experience to deliver Relationship Management Solutions that allow you to Expect Success. As the largest provider of CRM focused exclusively on the Investment Management industry, Satuit understands that Investment Managers face sales and service challenges completely unique to Asset Managers. SatuitCRM provides a sales support and client relationship management solution built specifically to address the challenges of investment management sales and client service professionals who need to track complex relationships, sales opportunities, and historical client account information. When combined with industry leading data sources, such as Nelson Market Place or Money Market Directory, SatuitCRM can drive your sales and client service efforts to new heights.