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What is SatuitCRM?

In 2021, Tier1 Financial Solutions purchased Satuit Technologies, which stands out as the leading provider of CRM, reporting, and portal software tailored for sectors such as Buy-Side, Hedge Funds, Wealth Management, Private Equity, and Real Estate. With operational offices located in both Canada and the United States, the company boasts a diverse client base spanning more than thirty-five countries worldwide. The acquisition has allowed Tier1 to enhance its service offerings significantly.

What is Altrogi?

Altrogi provides a white-label trading platform and brokerage CRM designed specifically for forex and CFD brokers, multi-brand brokerage entities, and emerging operators who wish to establish a trading venture without developing proprietary technology. The platform encompasses three interrelated applications that work together seamlessly: a branded client portal where users can register, verify their identities, manage wallets, and conduct deposits and withdrawals; a trading interface available on both web and mobile formats, offering live pricing, built-in charting tools, as well as functionalities for market, limit, and stop orders, including stop loss and take profit features; and a robust back-office CRM that consolidates sales, retention, compliance, and finance departments around a unified client record. This CRM is adept at managing lead pools and assignments, performing KYC assessments, facilitating dual approval for all financial transactions while ensuring an exhaustive audit trail, and providing customizable account types, margin limits, and in-depth reporting on client funds, open risks, and transaction approval durations. Furthermore, the platform can enable additional functionalities like copy trading, introducing-broker commissions, customer loyalty initiatives, and investment plans, enhancing operational flexibility. Each brand can function under its own unique domain, safeguarding data integrity and privacy. This comprehensive architecture not only supports a customizable trading environment but also accommodates the diverse requirements of different operators in the financial sector, ensuring they can effectively meet their business objectives.

Media

Media

No images available

Integrations Supported

Act-On
Broadridge Cash Management
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
Seismic
dotdigital Engagement Cloud

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$1500
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Satuit Technologies

Date Founded

1994

Company Location

United States

Company Website

www.tier1fin.com/satuit

Company Facts

Organization Name

Altrogi

Date Founded

2022

Company Location

United States

Company Website

altrogi.com

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Categories and Features

Financial CRM

Not specified

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IT CORNER LTD