Satuit
SatuitCRM is an award winning, industry-leading software program for asset managers, hedge funds and other buy-side investment professionals. Powerful and easy to use, the program is ready for installation on your servers or a cloud solution. What you get is software that tracks sales and client relationships, including existing accounts, new business RFP's and fund flows, as well as consultants and third parties. SatuitCRM helps you manage regulations and compliance, automate investor and client reporting and manage your travel plans and road shows. Fully integrated with Google Maps, Outlook and Lotus Notes, SatuitCRM aids smart communications by allowing you to pull data from CRM and send it directly to Outlook. Mobile versions for your phone and tablet are available. Developed by investment professionals with decades of experience and an understanding of the intricacies of investment sales, regulatory compliance and client service, you can trust the quality and reliability of SatuitCRM.