Products and Services

Satuit Technologies offers a range of products, including SatuitCRM, SatuitCRA (Client Report Automation), SatuitSIP (Secure Investor Portal), and Satuit2GO, their mobile application. These solutions can be deployed either as cloud-based services or installed on-premise, depending on the client's infrastructure and security needs.

SatuitCRM is the flagship offering, providing comprehensive tools for client relationship management, sales force automation, and marketing strategies. It assists investment professionals in managing complex client data, tracking communications, and automating workflows, thereby improving client service and retention.

SatuitCRA (Client Report Automation) is tailored for automating client reporting and document management, significantly reducing the time and effort required to generate client reports and distribute fund documents. This enhances operational efficiency and ensures timely compliance with regulatory requirements.

The Secure Investor Portal (SatuitSIP) facilitates secure document sharing and collaboration between the investment firm and its clients, offering a secure and branded platform for clients to access their reports, statements, and other communication materials.

Satuit2GO, the mobile application, ensures that investment professionals have access to critical client information and productivity tools on the go, boosting responsiveness and decision-making capabilities outside the office.

For more detailed information, visit https://satuit.com .