SatuitCRM

Company Info

Company Name:
Data Last Updated:
  • November 20, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (781) 871-7788
Year Founded
  • 1994
Number of Employees:
  • 30

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 200

CRM Features

Built Specifically for Advisors:
Client Financial Data Tracked:
Workflows and Tasks:
Types of Reports:
Document Management Functionality:
User Custom Fields:
Email Synchronization:
Attach Emails to Client Records:
Calendar:
Phone Compatibility:
RMD's:
Sales and Marketing Functionality:
Includes Client Portals:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None

SatuitCRM was built by asset management professionals for asset management professionals.

SatuitCRM was built by asset management professionals for asset management professionals.

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