Alternatives to 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. Read the Satuit Technologies profile.
Advisors Assistant
Long-running CRM with investment and insurance policy tracking for advisors, reps and insurance agents
- Broker-dealers
- Insurance
CRMPer seat
intelliflo
Practice management and advice software for UK and Australian financial advisers
- RIAs
CRMCustom quote
FinTurkIn the news
AI-native CRM for RIAs with built-in model allocation, cash sweep and meeting notes
- RIAs
CRMTiered
Altitude CRM
AI-native CRM for RIAs and wealth managers from the team behind Bill Good Marketing
- RIAs
CRMPer seat
Intapp DealCloud
Deal, relationship and distribution CRM for private capital firms and family offices
- Family offices
- Asset managers
CRMCustom quote
