Name: SatuitCRM
Author: Satuit Technologies

Help Desk

Web and Video Conferencing

Customer Support

PHP Frameworks

Text Editors

Development

Admissions and Enrollment

Online Proctoring Software

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Corporate Performance Management (CPM)

Payment Facilitation

Visitor Management

Whistleblowing

Enterprise

Accounting

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Complex Event Processing

Data Pipeline

Data Virtualization

Database-as-a-Service (DBaaS)

Disk Cloning

Endpoint Security

Enterprise Service Bus

Extended Detection and Response (XDR)

Firewall

Fraud Detection

Hosted Virtual Desktop

Integration Platform as a Service (iPaaS)

Interoperability

Network Performance Monitoring

Software Defined Networking (SDN)

Storage as a Service (STaaS)

User Virtualization

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Email Marketing

Marketing Attribution

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Proposal

Sales Intelligence

Sales

Data-Centric Audit Protection (DCAP)

Intrusion Detection

Operational Technology (OT) Security

Security

Aviation

Construction Accounting

Construction Takeoff and Estimating

Fleet Maintenance

Fleet Management

Insurance Policy Administration Systems

Online Fax

Population Health Management

Public Transportation

Telemedicine

Text Analysis

Vertical-Specific

medium

M2E Cloud

Inventory Management

aPlus+ Attendance, from Cobek Software, offers a selection of attendance solutions from 'off the shelf' to more complex integrated systems. Options can be configured to integrate with an existing system.

aPlus+ Attendance

Attendance Tracking

Cobek Software

large

KindLink, from the company of the same name in London, is presented as a platform where businesses and charities connect and manage their corporate social responsibility, fundraising, volunteering, donor CRM, and measure and share their sustainability impact.

KindLink

Corporate Volunteering

Alert Rental Software in Colorado Springs boasts installation and successful operation in hundreds of the world’s best-automated construction, general tool, and event equipment rental companies, writing millions of rental contracts annually.  Alert is a rental software provider, doing business throughout North America, the Caribbean, and several other countries.

Alert Startup Subscription

Alert Fundamentals

Alert Summit

Alert Rental

Equipment Rental

Based in Silicon Valley, AnChain.AI is a blockchain analytics company that specializes in AI-powered platforms. AnChain.AI provides around-the-clock protection, securing crypto exchanges, protocols, and DApps worldwide for several millions of dollars in weekly transaction amounts. The Situational Awareness Platform (SAP) proactively protects crypto assets by providing proprietary artificial intelligence, knowledge graphs, and threat intelligence on blockchain transactions. The vendor states the SAP can also detect and predict vulnerabilities and threats before they occur, enabling businesses to take proactive action.

AnChain.ai

Blockchain Analysis

small

The Org

Org Chart

Orgio, Inc.

Mavenir, headquartered in Richardson, Texas, offers CloudRange, a network function virtualization (NFV) option. CloudRange allows CSPs to realize additional revenue streams by launching and scaling new services.

Mavenir CloudRange (discontinued)

Network Function Virtualization (NFV)

CloudRange Mavenir CloudRange (discontinued)

Discontinued Products

CMIT Solutions headquartered in Austin offers CMIT Email Security, to block or prevent transmission of inbound or outbound unsafe and undesirable emails.

CMIT Email Security

Secure Email Gateway

Anti-malware

Customizability

Data Loss Protection

Threat Detection

Sandboxing

End-to-End Encryption

Management Tools

CMIT Solutions

EventsWallet

Event Management

TurnKey Lender

PinPoint DMS, from LSSP Corporation, is presented as a fully customizable, non-technical approach to storing and editing files with built-in workflow, onboarding, and retention management.

PinPoint Document Management Software (DMS)

Document Management

PinPoint DMS PinPoint Document Management Software (DMS)

LSSP Corporation (PinPoint DMS)

SatuitCRM from Satuit Technologies in Braintree is CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds and Alternative Investments.

Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Ebix SmartOffice

Financial Services CRM

Ebix

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

Investment Portfolio Management

SatuitCRM

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Acquired by Tier1 Financial Solutions in 2021,
Satuit Technologies is the premier provider of CRM, reporting, and portal
software solutions for Buy-Side asset management, hedge fund, wealth
management, private equity, and real estate markets. The company has offices in
Canada, the United States, and the United Kingdom and serves clients in more
than thirty-five countries. For additional information, visit <a title="Link: http://www.tier1fin.com/satuit" href="http://www.tier1fin.com/satuit" rel="">www.tier1fin.com/satuit</a>. For
more information contact us at <a rel="nofollow,noopener" target="_blank" href="mailto:satuit.sales@tier1fin.com">satuit.sales@tier1fin.com</a>.

Satuit Technologies

Reviews

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Financial Services CRM Systems

Operating Systems	Unspecified
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SatuitCRM

Overview

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Pricing

SatuitCRM

What is SatuitCRM?

Entry-level set up fee?

Offerings

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Alternatives Pricing

Ebix SmartOffice

What is Ebix SmartOffice?

RightCapital

What is RightCapital?

Product Details

What is SatuitCRM?

SatuitCRM Technical Details

Comparisons

Compare with

M2E Cloud

aPlus+ Attendance

KindLink

Alert Rental

AnChain.ai

The Org

CloudRange

CMIT Email Security

EventsWallet

PinPoint DMS

Reviews