Satuit Technologies

Agency List Score

San Antonio, Texas, United States

CRM and investor portal solutions for asset management professionals

Satuit Technologies specializes in providing CRM software solutions tailored for buy-side asset management, hedge funds, private equity, and real estate-focused funds. With over 30 years of experience, they offer a highly configurable application designed to streamline operations and enhance client relationships.

Their core services include a cloud-based or on-premise CRM system that helps asset managers identify, onboard, and nurture investor relationships. Satuit also offers a secure investor portal for 24/7 access to account data, documents, and forms, all branded to the client's firm. Their solutions aim to boost compliance, minimize risk, and optimize client connections to grow assets under management.

Satuit Technologies is a member of the Dura Software portfolio, which enhances their ability to innovate and provide cutting-edge solutions. They serve a diverse range of clients, including institutional asset managers, real estate funds, family offices, and hedge funds, with a focus on improving sales, lead management, client services, and retention.

YEARS IN BUSINESS

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About this agency on Agency List

Satuit Technologies is listed on Agency List as part of our global directory of professional agencies. Profiles are compiled using a combination of agency-submitted information, publicly available data, and Agency List classification systems.

This page reflects the most current information available for Satuit Technologies and may evolve as additional data is verified or updated.

Local context

Satuit Technologies operates in San Antonio, Texas, United States serving clients locally and beyond. Agency List organizes firms by geography to help buyers understand the distribution of agencies across regions and markets.

Data notes

Profile information is derived from agency submissions and public sources. Some attributes may be estimated and are updated over time as additional data becomes available.