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
    40 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    10,300 Ratings
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    8,335 Ratings
    Company Website
  • Creatio Reviews & Ratings
    523 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    134 Ratings
    Company Website
  • InfoFlo Reviews & Ratings
    191 Ratings
    Company Website
  • Global Shop Solutions Reviews & Ratings
    77 Ratings
    Company Website
  • HostZealot Reviews & Ratings
    298 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 Kestrelbox?

Kestrelbox is a tailored wealth management CRM designed specifically for financial advisors, consolidating crucial functions such as household-focused client management, asset under management tracking, regulatory compliance assurance, and automated communications into a single platform that supports advisors in strengthening and maintaining their client relationships. This cutting-edge tool resolves a significant issue in the wealth management landscape, where advisors face the challenge of efficiently managing client households, monitoring assets under management, maintaining compliance with FINRA and SEC regulations, and ensuring smooth communication with both potential and existing clients. Unlike conventional methods that require the use of multiple disconnected tools—such as various CRM systems, compliance archiving solutions, account aggregation services, and SMS communication platforms—Kestrelbox integrates all these capabilities into one cohesive solution, emphasizing a household-centric approach that optimizes operations for financial advisors. This integration not only simplifies their workflow significantly but also empowers them to deliver outstanding service to their clients, which in turn fosters growth in their practices. Furthermore, by eliminating the need for multiple platforms, Kestrelbox allows financial advisors to focus more on building relationships rather than managing software tools.

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

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$197/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based 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
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

Kestrelbox

Date Founded

2026

Company Location

United States

Company Website

kestrelbox.com

Categories and Features

Financial CRM

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

Categories and Features

Financial CRM

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

Popular Alternatives

Popular Alternatives

Pinnakl CRM Reviews & Ratings

Pinnakl CRM

Pinnakl
VestmarkONE Reviews & Ratings

VestmarkONE

Vestmark
ReportWa Reviews & Ratings

ReportWa

Hexaview