Satuit
Asset management CRM and investor portal for buy-side firms
Satuit is a CRM and secure investor portal built for buy-side investment firms, including asset managers, hedge funds, private equity firms, family offices, and real estate funds. It addresses the need to manage investor relationships, track sales and client communications, maintain compliance records, and give investors self-service access to their account data and documents.
The platform includes SatuitCRM with custom dashboards, business development tracking, travel planning, legal and compliance monitoring with audit trails, and client communication logging. SatuitSIP provides the secure investor portal with performance history, transaction review, holdings search, and document delivery, while SatuitCRA handles client report automation and Satuit2GO offers mobile access. Integrations cover DocuSign for e-signature, Zapier and Pipedream for automation, email marketing tools such as Act-On, Constant Contact, Dotdigital, and Mailchimp, portfolio accounting systems including Eagle PACE, Addepar, Advent, and Broadridge, plus Outlook and Gmail. Hosting is available in the cloud or on-premises.
Satuit is packaged in three editions—Essentials, Premium, and Enterprise—priced per user with a minimum of three users, and each tier varies in document storage, API transaction limits, and included modules such as SSO/SAML, eMarketing integration, and the investor portal. A test site is available as an add-on.
12 alternatives to Satuit
Ranked by how well each tool replaces Satuit: shared features, audience, price and popularity.
CRM for financial advisors combining contact management, workflows, document storage, and
Starts cheaper.
59 out of 100 match$39/mo- 57 out of 100 match$23/mo
- 56 out of 100 match$15/mo
- 56 out of 100 match$50/mo
Business management system for self-employed individuals, non-profits and companies.
Has a free plan.
Free plan56 out of 100 matchFree- 55 out of 100 match$4.68/mo
- 55 out of 100 matchContact sales