Satuit

Satuit is a CRM and portfolio management solution designed for wealth management firms, private banks, and trust companies. It helps financial professionals manage client relationships, track investments, and ensure regulatory compliance. The platform is used by advisors, relationship managers, and operations staff within these organizations.

Official docs: https://www.satuit.com/satuitcrm-open-api/

Satuit Overview

• Client
  • Client Contact
• Contact
• Document
• Fund
• Investment Mandate
• Invoice
• Lead
• Meeting
• Product
• Prospect