SatuitCRM
by Satuit Technologies · CRM and customer experience · San Antonio, United States
CRM for buy-side investment and asset management firms
About Satuit Technologies
CRM, investor portal and client reporting automation software for asset managers and wealth firms.
Satuit Technologies in the vendor registry: its products, features and similar vendors.
Also by Satuit Technologies
- SatuitSIP: Secure investor portal for account data, documents and forms
- SatuitCRA: Automated client report production
- Satuit2GO: Mobile access to CRM and client data
More in this category: CRM and customer experience software for financial services.
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