SatuitCRM
Acquired by Tier1 Financial Solutions in 2021, this Financial CRM Software excels in delivering tailored solutions for Buy-Side asset management, hedge funds, wealth management, private equity, and real estate markets. With offices across Canada, the United States, and the United Kingdom, it effectively serves clients in over thirty-five countries.
Top SatuitCRM Alternatives
PlanMagic Finance Pro
PlanMagic Finance Pro stands out as a leading software solution for business, financial, marketing, and media planning in 2023 and 2024.
Apex 72
Apex 72 empowers businesses to monitor and enhance their sales activities through tailored features designed for optimal client interaction.
View CRM
Empowering banks with a consolidated view of customer data, this CRM enhances relationship management through seamless integration with core banking systems.
MCA Track
Designed for the Merchant Cash Advance industry, MCA Track offers seamless automation and robust deal management, empowering funding companies of all sizes.
CapitalBase com
CapitalBase offers a robust CRM solution tailored for wealth management, streamlining customer interactions and enhancing compliance workflows.
LeadCenter.AI
Designed specifically for financial advisors, this AI-powered CRM software streamlines sales and marketing processes, enhancing lead-to-business conversion rates.
AdvisorEngine CRM
With advanced activity tracking, customizable data management, and an intuitive dashboard, it transforms complex information...
SeedRM
Accessible globally via the cloud-based Salesforce.com platform, users can easily share and manage vital information...
AdvisorEngine
It streamlines client onboarding, automates billing, and enhances reporting, all while facilitating investment philosophy implementation...
MortgageHalo
It effortlessly identifies and nurtures leads while sending personalized communications for key events...
CoreTrac
By offering a centralized 360° client view, it enhances relationship-building and enables personalized communications...
Centrex Software
With capabilities for automated decisioning, portfolio management, and seamless payment integrations, organizations can enhance client...
Intapp DealCloud
Enhanced with AI, the platform provides real-time insights, automated workflows, and tailored content generation, enabling...
EquinoxCRM
It simplifies client data management, ensuring compliance with SEC rule 17a-4 for recordkeeping...
MeridianLink Engage
It enhances consumer profiles using data analytics, enabling timely, tailored offerings...
Top SatuitCRM Alternatives
- PlanMagic Finance Pro
- Apex 72
- View CRM
- MCA Track
- CapitalBase com
- LeadCenter.AI
- AdvisorEngine CRM
- SeedRM
- AdvisorEngine
- MortgageHalo
- CoreTrac
- Centrex Software
- Intapp DealCloud
- EquinoxCRM
- MeridianLink Engage
