Founded by Karen Maguire in 1994
Manage investor relationships and automate client reporting
Pricing model
Paid
Rating
★ People love it
Time to value
Quick Setup (< 1 hour)
You can use Satuit to manage contacts, track investor interactions, and organize client accounts for buy-side investment firms. The system lets your team store compliance documents, follow sales leads, and produce quarterly investment reports without manual compilation. Investors can log in directly to review portfolio performance, download tax forms, and update their personal details. Whether deployed in the cloud or hosted on your own local servers, it provides a centralized database for hedge funds, private equity teams, and wealth managers to handle their daily investor communications.
What Satuit does
Pricing breakdown
Pricing model: Paid
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