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.
intelliflo
Practice management and advice software for UK and Australian financial advisers
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CRMCustom quote
Intapp DealCloud
Deal, relationship and distribution CRM for private capital firms and family offices
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InvestorFlow
Salesforce-based CRM for private markets fundraising and advisor-channel distribution
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Salesforce Financial Services CloudIn the news
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WealthboxIn the news
CRM for financial advisors, RIAs and broker-dealers
- RIAs
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CRMPer seat
d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
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AssetBookIn the news
Portfolio monitoring, performance reporting and fee billing software for advisors
- RIAs
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Temenos
Banking and wealth management software for banks and private banks
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote