Satuit
VerifiedCRM and investor portal built for institutional asset managers, hedge funds and wealth firms
See all screenshots - Deployment Cloud Based, On Premises
- Starting price $150
- Free trial Not offered
- Best for SMEs, Enterprises
What is Satuit?
SatuitCRM is a customer relationship management platform built by Satuit Technologies for buy-side investment professionals, including institutional asset managers, hedge funds, private equity firms, real estate funds and wealth management firms. The company has served the asset management sector for about 30 years and is now part of the Dura Software portfolio. SatuitCRM covers investor relationship management, deal and pipeline tracking, compliance tools, and a secure branded investor portal called SatuitSIP for 24/7 client access to documents and data.
Satuit publishes pricing on its site. Essentials starts at $150 per user per month for a minimum of 3 users, Premium starts at $200 per user per month for a minimum of 5 users, and Enterprise starts at $300 per user per month for a minimum of 5 users. The platform deploys in the cloud or on premises, and Satuit is headquartered in San Antonio, Texas.
Key Features of Satuit
Satuit lists 9 documented features, including Investor and client relationship management (CRM) built for buy-side firms, SatuitSIP secure investor portal with 24/7 branded access to documents and data and Deal, pipeline and opportunity tracking. The list below covers what the product does rather than how it is marketed.
- Investor and client relationship management (CRM) built for buy-side firms
- SatuitSIP secure investor portal with 24/7 branded access to documents and data
- Deal, pipeline and opportunity tracking
- Compliance tools including audit trails and regulatory reporting
- Automated client reporting
- Document management and delivery
- Email and calendar activity capture
- Cloud or on-premise deployment options
- Third-party integrations including DocuSign, Mailchimp and Zapier
Satuit Pricing
Satuit lists 3 plans, from $150 to $300.
Satuit Essentials
$150
Entry tier in the pricing row of the plan comparison table, covering SatuitCRM with 1 GB document storage per user. The row does not state the billing unit.
Satuit Premium
$200
Listed as starting at this rate, with 4 GB document storage per user.
Satuit Enterprise
$300
Listed as starting at this rate, with 10 GB document storage per user.
Satuit Specifications
Satuit is available on web app.
- Deployment
- Cloud Based
- On Premises
- Billing cycle
- Monthly
- Desktop
- Web App
- Languages
- English
- Built for
- SMEs
- Enterprises
- Support
- Phone
- Training
- Tickets
- Integrations
- DocuSign, Mailchimp, Zapier, and email/calendar systems, with additional integration fees possible
- Public API
- No
- Free trial
- No
- Free plan
- No
- Runs in browser
- No
- Customisable
- Yes
- Website
- satuit.com
Satuit Screenshots
Satuit Comparisons
Side by side comparisons of Satuit against 3 other Financial CRM Software options listed here.
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Alternatives to Satuit
Other Financial CRM Software recorded on the same fields.
