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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Introducing the ultimate versatile solution for managing Knowledge Bases, Documents, Passwords, and Configurations, whether hosted on our cloud or yours! Clients enjoy seamless access to their documentation both online and offline. This platform is not only favored by Managed Service Providers (MSPs) but also relied upon by IT departments globally. Currently, over 2,500 paying users actively utilize the IT Portal, excluding numerous instances that permit unlimited users. Our cloud services span various regions, including the United States, Canada, the United Kingdom, the European Union, and Australia, while also providing the option to deploy in your own private cloud. As IT teams expand, they often find themselves overwhelmed by disorganized file shares and cumbersome Excel password lists. This solution offers a secure and structured environment that facilitates efficient information access and sharing related to IT infrastructure. The IT Portal effectively minimizes downtime, enhances accountability in documentation, and assures managers and IT professionals of a reliable system. With its robust features, the IT Portal is built to accommodate the evolving needs of growing IT teams, ensuring they stay ahead in an increasingly complex landscape.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Act-On
Active Directory
Auvik
Broadridge Cash Management
Cisco Duo
ConnectWise Automate
Docusign
Domotz
Kaseya BMS
MYKI
Microsoft 365
NinjaOne
Passly
RangerMSP
RepairShopr
SQL Server
Seismic
VMware vSphere
Watchman Monitoring
draw.io

Integrations

Act-On
Active Directory
Auvik
Broadridge Cash Management
Cisco Duo
ConnectWise Automate
Docusign
Domotz
Kaseya BMS
MYKI
Microsoft 365
NinjaOne
Passly
RangerMSP
RepairShopr
SQL Server
Seismic
VMware vSphere
Watchman Monitoring
draw.io

Pricing Details

$25 per user per month
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

IT Portal

Founded

2007

Country

United States

Website

www.it-portal.com

Vendor Details

Company Name

Satuit Technologies

Founded

1994

Country

United States

Website

www.tier1fin.com/satuit

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Product Features

Financial CRM

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

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