InFocus: Client Relationship Management

CRM tools changing the game for advisors

Find out why advisors should stop viewing CRM as an expense and start thinking about it as a core business requirement

Fill in your email details for an immediate FREE download

Company Profile

Satuit Technologies, Inc. is the premier provider of cloud-based and On-Premise CRM, Client Report Automation and Investor Portal software solutions for the asset management, wealth management, hedge fund, private equity, and real estate markets.  Satuit has offices in the North America and the United Kingdom, and serves clients in more than thirty-five countries. For additional information on SatuitCRM® or SatuitCRA™, visit