This website uses cookies
We use cookies to personalise content and ads, to provide social media features and to analyse our traffic. We also share information about your use of our site with our social media, advertising and analytics partners who may combine it with other information that you’ve provided to them or that they’ve collected from your use of their services.
Consent Selection
Details
  • Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
    • Learn more about this provideropens in a new window
      CookieConsentStores the user's cookie consent state for the current domain
      Maximum Storage Duration: 1 yearType: HTTP Cookie
    • Learn more about this provideropens in a new window

      Some of the data collected by this provider is for the purposes of personalization and measuring advertising effectiveness. The provider may use the IP Addresses for ads measurement and ads personalization.

      rc::aThis cookie is used to distinguish between humans and bots. This is beneficial for the website, in order to make valid reports on the use of their website.
      Maximum Storage Duration: PersistentType: HTML Local Storage
      rc::cThis cookie is used to distinguish between humans and bots.
      Maximum Storage Duration: SessionType: HTML Local Storage
    • Learn more about this provideropens in a new window
      __cf_bmThis cookie is used to distinguish between humans and bots. This is beneficial for the website, in order to make valid reports on the use of their website.
      Maximum Storage Duration: 1 dayType: HTTP Cookie
      bcookieUsed in order to detect spam and improve the website's security.
      Maximum Storage Duration: 1 yearType: HTTP Cookie
      li_gcStores the user's cookie consent state for the current domain
      Maximum Storage Duration: 180 daysType: HTTP Cookie
  • Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.
    • Learn more about this provideropens in a new window
      lidcRegisters which server-cluster is serving the visitor. This is used in context with load balancing, in order to optimize user experience.
      Maximum Storage Duration: 1 dayType: HTTP Cookie
  • Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
    • Learn more about this provideropens in a new window

      Some of the data collected by this provider is for the purposes of personalization and measuring advertising effectiveness. The provider may use the IP Addresses for ads measurement and ads personalization.

      _gaUsed to send data to Google Analytics about the visitor's device and behavior. Tracks the visitor across devices and marketing channels.
      Maximum Storage Duration: 2 yearsType: HTTP Cookie
      _ga_#Used to send data to Google Analytics about the visitor's device and behavior. Tracks the visitor across devices and marketing channels.
      Maximum Storage Duration: 2 yearsType: HTTP Cookie
    • _gat [x2]Used to send data to Google Analytics about the visitor's device and behavior. Tracks the visitor across devices and marketing channels.
      Maximum Storage Duration: 1 dayType: HTTP Cookie
  • Marketing cookies are used to track visitors across websites. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third party advertisers.
    • Learn more about this provideropens in a new window

      Some of the data collected by this provider is for the purposes of personalization and measuring advertising effectiveness. The provider may use the IP Addresses for ads measurement and ads personalization.

      _gidUsed to send data to Google Analytics about the visitor's device and behavior. Tracks the visitor across devices and marketing channels.
      Maximum Storage Duration: 1 dayType: HTTP Cookie
    • Learn more about this provideropens in a new window
      __Secure-ROLLOUT_TOKENUsed to track user’s interaction with embedded content.
      Maximum Storage Duration: 180 daysType: HTTP Cookie
      __Secure-YECStores the user's video player preferences using embedded YouTube video
      Maximum Storage Duration: SessionType: HTTP Cookie
      __Secure-YNIDUsed to track user’s interaction with embedded content.
      Maximum Storage Duration: 180 daysType: HTTP Cookie
      LAST_RESULT_ENTRY_KEYUsed to track user’s interaction with embedded content.
      Maximum Storage Duration: SessionType: HTTP Cookie
      LogsDatabaseV2:V#||LogsRequestsStoreUsed to track user’s interaction with embedded content.
      Maximum Storage Duration: PersistentType: IndexedDB
      TESTCOOKIESENABLEDUsed to track user’s interaction with embedded content.
      Maximum Storage Duration: 1 dayType: HTTP Cookie
      VISITOR_INFO1_LIVETries to estimate the users' bandwidth on pages with integrated YouTube videos.
      Maximum Storage Duration: 180 daysType: HTTP Cookie
      YSCRegisters a unique ID to keep statistics of what videos from YouTube the user has seen.
      Maximum Storage Duration: SessionType: HTTP Cookie
      yt-icons-last-purgedNecessary for the implementation and functionality of YouTube video-content on the website.
      Maximum Storage Duration: PersistentType: HTML Local Storage
      YtIdbMeta#databasesUsed to track user’s interaction with embedded content.
      Maximum Storage Duration: PersistentType: IndexedDB
  • Unclassified cookies are cookies that we are in the process of classifying, together with the providers of individual cookies.

    • We do not use cookies of this type.

Cookie declaration last updated on 8/14/26 by Cookiebot
[#IABV2_TITLE#]
[#IABV2_BODY_INTRO#]
[#IABV2_BODY_LEGITIMATE_INTEREST_INTRO#]
[#IABV2_BODY_PREFERENCE_INTRO#]
[#IABV2_BODY_PURPOSES_INTRO#]
[#IABV2_BODY_PURPOSES#]
[#IABV2_BODY_FEATURES_INTRO#]
[#IABV2_BODY_FEATURES#]
[#IABV2_BODY_PARTNERS_INTRO#]
[#IABV2_BODY_PARTNERS#]
About
Cookies are small text files that can be used by websites to make a user's experience more efficient.

The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission.

This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.

You can at any time change or withdraw your consent from the Cookie Declaration on our website.

Learn more about who we are, how you can contact us and how we process personal data in our Privacy Policy.

Please state your consent ID and date when you contact us regarding your consent.
Home

Vendor Sheet

CRM Software for Buy-Side Investment Professionals

CRM Software for Buy-Side Investment Professionals

CRM Software for Buy-Side Investment Professionals

Satuit Technologies
Pages 1 Pages

Satuit Technologies delivers a premier CRM software solution specifically engineered to empower buy-side financial firms in maximizing relationship data and expanding assets under management. By providing exceptional configurability without requiring custom development, this platform enables users to seamlessly manage diverse workflows across fundraising, deal flow, investor relations, compliance, and operations. Organizations ranging from institutional asset managers and private equity firms to hedge funds and family offices utilize these robust tools to optimize internal processes and enhance user experiences. Ultimately, Satuit’s adaptable software suite drives strategic growth by centralizing complex data, streamlining multi-stream operations, and ensuring a tailored approach for every

Join for free to read

You Might Also Like


Petrofac Improves Accuracy of Process Models, Increases Capacity 20% for Gas Plant Expansion
Case Study Petrofac Improves Accuracy of Process Models, Increases Capacity…
Aspen Technology

A Blueprint for Self-Sufficiency: Cincom’s Intuitive, Flexible Solution Lets MTL Insurance Manage Customer Communications with Confidence
Case Study A Blueprint for Self-Sufficiency: Cincom’s Intuitive, Flexible…
Cincom Systems

Mid-Size E&C Boosts Ability to Efficiently Complete Relief Sizing with aspenONEEngineering
Case Study Mid-Size E&C Boosts Ability to Efficiently Complete Relief…
Aspen Technology

Gulf Power Raises the Bar for Automated Residential Dynamic Pricing Programs
Case Study Gulf Power Raises the Bar for Automated Residential Dynamic…
Itron

More from Satuit Technologies


CASE STUDY: GATEWAY INVESTMENT ADVISERS
Case Study CASE STUDY: GATEWAY INVESTMENT ADVISERS
Satuit Technologies

CASE STUDY: VENATOR CAPITAL MANAGEMENT
Case Study CASE STUDY: VENATOR CAPITAL MANAGEMENT
Satuit Technologies

CRM Software for Hedge Funds
Vendor Sheet CRM Software for Hedge Funds
Satuit Technologies

CRM Software for Institutional Asset Management
Vendor Sheet CRM Software for Institutional Asset Management
Satuit Technologies
© 2026 Contentree.  All Rights Reserved   |   Privacy and Cookies   |   Legal   |   Do not sell my info