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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 Pinnakl CRM?

Our CRM system is uniquely designed to cater specifically to the workflows of hedge funds, ensuring that its features are precisely aligned with the demands of contemporary sales, marketing, and investor relations. We proudly serve a diverse clientele, ranging from newly established funds and family offices to large multi-billion dollar institutional hedge funds. Embracing cutting-edge technology, our CRM is tailored to meet the evolving needs of today's financial landscape, making it an indispensable tool for success.

Media

Media

Integrations Supported

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

Integrations Supported

Microsoft Excel
Microsoft Outlook
Preqin

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$250/month

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support

Customer Service / Support

Standard 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

Pinnakl

Date Founded

2015

Company Location

United States

Company Website

pinnakl.com/hedge-fund-crm

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

Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Territory Management

Hedge Fund

Contact Management
Investor Accounting
Investor Reporting
Partnership Accounting
Performance Analysis

Investment Management

Client Management
Data Import / Export
For Investors & Traders
Fund Management
Performance Metrics

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