Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Act! Reviews & Ratings
    555 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    12,537 Ratings
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    8,791 Ratings
    Company Website
  • Creatio Reviews & Ratings
    589 Ratings
    Company Website
  • InfoFlo Reviews & Ratings
    196 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    136 Ratings
    Company Website
  • Coevera Reviews & Ratings
    753 Ratings
    Company Website
  • Global Shop Solutions Reviews & Ratings
    77 Ratings
    Company Website
  • HostZealot Reviews & Ratings
    308 Ratings
    Company Website

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 Alveo?

Alveo leads the way in providing market data integration and analytical solutions specifically designed for the financial services industry. We focus on improving data flow for business users to enable self-service capabilities, delivering cloud-native solutions that enhance data aggregation and quality management, thus allowing clients to access dependable data and maximize their return on investment in data. Through our managed services, we ensure smooth onboarding, preparation, and validation of data for both buy-side and sell-side clients, which empowers them to effectively leverage data across operations, trading, investment management, pricing, risk assessment, reporting, and machine learning. Catering to a wide range of global clients, our award-winning technology integrates effortlessly into business operations while offering a powerful cloud-based platform for advanced analytics. By combining deep industry expertise with state-of-the-art open-source technologies, we help financial institutions maintain data integrity, reduce market data costs, and boost overall efficiency. Our dedication to continuous innovation and excellence solidifies our role as a reliable ally in navigating the intricacies of financial data management, ensuring that our clients stay ahead in a competitive landscape. As we evolve, we remain committed to adapting our solutions to meet the ever-changing demands of the financial sector.

Media

Media

Integrations Supported

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

Integrations Supported

Azure Marketplace
Mercury Medical
Mercury One Plus

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook

Supported Platforms

iPhone
iPad
Windows

Customer Service / Support

Standard Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Satuit Technologies

Date Founded

1994

Company Location

United States

Company Website

www.tier1fin.com/satuit

Company Facts

Organization Name

Alveo Technology

Date Founded

1991

Company Location

United Kingdom

Company Website

www.alveotech.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 Risk Management

For Hedge Funds
Market Risk Management
Portfolio Management
Risk Analytics Benchmarks
Stress Tests

Popular Alternatives

Popular Alternatives

RiskAPI Add-In Reviews & Ratings

RiskAPI Add-In

PortfolioScience
Pinnakl CRM Reviews & Ratings

Pinnakl CRM

Pinnakl
Argo Trading Platform Reviews & Ratings

Argo Trading Platform

Argo Software Engineering
IR.Manager Reviews & Ratings

IR.Manager

Euronext Corporate Services
ZEMA Suite Reviews & Ratings

ZEMA Suite

ZE PowerGroup