Buyside Fintech

Home / Directory / Investor portals and CRM / Satuit Technologies

SatuitCRM

Made by Satuit Technologies

San Antonio, TX, USA · owned by Dura Software

Buy-side CRM sold with SatuitSIP, a secure investor portal, and SatuitCRA for client report automation.

Made by
Satuit Technologies
Primary category
Investor portals and CRM
Also listed under
Client reporting, Deal flow and CRM
Built for
Not recorded
Firm size
Not recorded
Deployment
Not recorded
Pricing model
Not recorded
What it costs
Not recorded
How we verified it
Confirmed on the vendor's own site
Source
the page we read
Last checked
2026-08-29
On the vendor's site
open

What practitioners say

Loading reviews…

Questions and notes

Loading the discussion…

How Satuit Technologies describes itself

Asset management CRM and Investor Portal solutions supporting sales, lead management, client service, compliance, and investor reporting.

Satuit Technologies’s own website, read 2026-08-30

Their words, not ours, and about the company rather than this product. It is not an assessment and nothing in it has been checked.

Also from Satuit Technologies