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Satuit Technologies Reviews & Product Details

Satuit Technologies Overview

What is Satuit Technologies?

Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management.

Satuit Technologies Details
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Product Description

Satuit Technologies offers tailor made software for buy-side asset managers, including Wealth Management, Hedge Funds, Private Equity and Institutional Asset Management.


Seller Details
HQ Location
Braintree, MA
Twitter
@SatuitCRM
327 Twitter followers
LinkedIn® Page
www.linkedin.com
50 employees on LinkedIn®

James P.
JP
Overview Provided by:

Recent Satuit Technologies Reviews

DK
Daniel K.Small-Business (50 or fewer emp.)
4.5 out of 5
"A very good CRM Database with many features and flexibility in using the data set."
The best feature is the Service I received when I had questions or issues that I could not solve myself.
SC
Sandra C.Small-Business (50 or fewer emp.)
5.0 out of 5
"Excellent software; outstanding customer support"
The software meets our CRM needs and is continually being improved upon. The client relations team is outstanding and always available to assist us...
Avesh K.
AK
Avesh K.Small-Business (50 or fewer emp.)
3.5 out of 5
"Cost effective and very easy to implement."
This application's beautiful and intuitive UI works fabulously; within a week, everyone can become a master with this. It is highly cost-effective...
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Satuit Technologies Media

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3 Satuit Technologies Reviews

4.3 out of 5
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3 Satuit Technologies Reviews
4.3 out of 5
3 Satuit Technologies Reviews
4.3 out of 5
G2 reviews are authentic and verified.
DK
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Satuit Technologies?

The best feature is the Service I received when I had questions or issues that I could not solve myself. Review collected by and hosted on G2.com.

What do you dislike about Satuit Technologies?

Understanding long term strategy in developing new features for Clients. Also, not having a client forum for people to ask and solve questions for users. Review collected by and hosted on G2.com.

What problems is Satuit Technologies solving and how is that benefiting you?

Able to integrate my accounting system with their client data base and allowing a collated packages to be created on a custom basis. Review collected by and hosted on G2.com.

SC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Satuit Technologies?

The software meets our CRM needs and is continually being improved upon. The client relations team is outstanding and always available to assist us. Also, training webinars are offered regularly. Review collected by and hosted on G2.com.

What do you dislike about Satuit Technologies?

Some aspects of the software use seemingly lagging technology; however, the company does a great job of notifying us as product enhancements are made. Review collected by and hosted on G2.com.

What problems is Satuit Technologies solving and how is that benefiting you?

Satuit is very customizable, which makes it an excellent solution for our CRM needs. Review collected by and hosted on G2.com.

Avesh K.
AK
Software Tester
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Satuit Technologies?

This application's beautiful and intuitive UI works fabulously; within a week, everyone can become a master with this. It is highly cost-effective and effortless to implement. Fund distribution and wealth management are the highly used features. It also provides support for sales and lead management, which works perfectly. Their support team is always active 24/7 on chat and phone calls. Review collected by and hosted on G2.com.

What do you dislike about Satuit Technologies?

They should bring more features for lead management as it is sometimes hard to find the correct value. Apart from this, I found satuit technology works perfectly on investor portals and CRM suites. Review collected by and hosted on G2.com.

What problems is Satuit Technologies solving and how is that benefiting you?

Also, satuit technology provides multiple features, but we are only focusing on fund distribution and wealth management. The automated manual report compilation function helps us to reduce time and effort. Review collected by and hosted on G2.com.

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