Satuit Technologies B2B Case Studies & Customer Successes

Satuit Technologies is the premier provider of CRM, client reporting and portal software solutions for buy-side asset management, institutional, hedge fund, wealth management, private equity, and real estate markets. Satuit Technologies software provides support for sales, lead management, client service and retention, compliance and client reporting. The firm has over 20 years of experience providing clients across the globe with their CRM and reporting solutions.

Case Studies

Showing 7 Satuit Technologies Customer Success Stories

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Satuitcrm® Helps Alignvest Manage New Sales And Form 45-106 Reporting

Alignvest Management Corporation logo

SatuitCRM Delivers 374% ROI for CALCAP Advisors

CALCAP Advisors logo

Calcap Adopts Satuitcrm And Investor Portal

California Capital Access Program logo

Carderock Successfully Migrates And Integrates Client Systems

Carderock Capital Management logo

Epoch Investment Partners, Inc. - Customer Case Study

Epoch Investment Partners, Inc. logo

Heritage Investors Management Corporation - Customer Case Study

Heritage Investors Management Corporation logo

South Texas Integrates CRM with Back Office Systems

South Texas Money Management, Ltd. logo

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