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.
Showing 7 Satuit Technologies Customer Success Stories
Alignvest Management Corporation
CALCAP Advisors
California Capital Access Program
Drew Buccino
Executive Vice President
Carderock Capital Management
Dan Kane
Carderock Capital Management
Epoch Investment Partners, Inc.
David Curnow
Director in Epoch’s IT group
Heritage Investors Management Corporation
Gayl Tjornehoj
Vice President of Administration
South Texas Money Management, Ltd.
Jeanie Wyatt
CEO
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