Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Satuit Technologies was acquired by Tier1 Financial Solutions 2021. It is the premier provider CRM, reporting and portal software solutions for Buy-Side, Hedge Fund, Wealth Management, Private Equity, and Real Estate Markets. The company has offices in Canada and the United States and serves clients in over thirty-five countries.
Description
Transforming corporate services, trust, and fund administration through cohesive software solutions tailored to industry demands, from small local providers to expansive multi-jurisdictional entities. Our extensive global implementation expertise covers vital onshore, midshore, and offshore jurisdictions, ensuring comprehensive support. A vibrant and expanding international user community fosters continuous innovation in our solutions. We offer a complete array of business consulting services designed to adapt to your organization’s evolving requirements. Additionally, our technical consulting services deliver adaptable solutions to optimize the use of our software. With round-the-clock global support, we keep your organization on track. TrustQuay stands out with the most robust product offerings, unparalleled global reach, and the highest dedicated R&D investment in the trust, corporate services, and alternative fund administration sectors, empowering clients to enhance operational efficiency, minimize expenses, maintain compliance, and explore new revenue avenues. Our commitment to innovation positions us as leaders in the market, ready to meet future challenges head-on.
API Access
Has API
API Access
Has API
Integrations
Act-On
Broadridge Cash Management
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
Seismic
dotdigital Engagement Cloud
Integrations
Act-On
Broadridge Cash Management
Constant Contact
Constant Contact Lead Gen & CRM
Docusign
Mailchimp
Seismic
dotdigital Engagement Cloud
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Satuit Technologies
Founded
1994
Country
United States
Website
www.tier1fin.com/satuit
Vendor Details
Company Name
TrustQuay
Country
United Kingdom
Website
trustquay.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management