Satuit
Satuit is a customer relationship management software platform that is primarily geared towards financial advisors. While there are plenty of customer relationship management software platforms out there for small businesses, start-ups, and real estate professionals, it's often the case that financial advisors are simply overlooked. In reality though, financial advisors need help managing their data more than virtually any other industry. When a financial advisor wants to bolster their networking capabilities and improve their client relationships, there are few software packages as capable of handling the job as Satuit. Whether a client is interested in simply managing their contact information, or wishes to expand on existing data with new entries in a quick and easy fashion, Satuit is more than up to the task. It is this reliability that has helped situate Satuit as one of the leading financial advisor customer relationship management software platforms in the industry.