Satuit
Are you a financial advisor looking for a state-of-the-art CRM to help you track clients and prospects and help you manage all of your daily interactions? Satuit Technologies might have the solution for you. SatuitCRM is the industry leading CRM software for buy-side professionals. Whether you are an asset manager, wealth manager, hedge fund manager or interested in private equity and alternative investments, this Customer Relationship Software will give you a bird's eye view of your entire business. The software is extremely powerful yet easy to use and can be installed as a cloud solution or on your own servers. Some of the many benefits you will enjoy with SatuitCRM include the ability to easily capture and share sales and client investor information and the ability to manage your legal and compliance workflow. SatuitCRM is fully integrated with Outlook, Lotus Notes and Google Maps. A mobile version is available.