Satuit Technologies

Satuit Technologies makes CRM, investor portal and client reporting software for buy-side investment firms: family offices, wealth managers, hedge funds, institutional asset managers, private equity and real estate funds, and fund distribution teams. The company says it has served investment firms for about 30 years and has more than 750 clients in over 35 countries. It is part of the Dura Software portfolio.

SatuitCRM tracks prospects, investors, accounts, RFPs, deal flow and fundraising pipelines, logs calls, meetings and emails, plans roadshows and events, and keeps audit trails for compliance review. An Outlook and Gmail add-in captures email and appointments into the CRM, including messages from contacts not yet entered. SatuitSIP is a branded portal where investors check performance history, transactions, holdings and documents and update their own details. SatuitCRA assembles client report packages automatically, and Satuit2GO is the mobile app. Version 18.4, released in August 2026, added Satuit Agent, an AI assistant inside the CRM, and the company has described an MCP layer for AI tools.

Satuit can be hosted in the cloud or on a client's own servers. Published plan prices are $150 for Essentials, from $200 for Premium and from $300 for Enterprise, each with a three-user minimum; the pricing page does not state the billing unit. Named integrations include Addepar, Advent, Eagle PACE, Ridgeline, Broadridge, DocuSign and several email marketing tools.