News
Webinar | Promoting the CRM to the COO
Improve visibility, accountability, and efficiency by migrating non-traditional processes into your CRM.
Secure Data Exchange (SDX)
In the investment and asset management sector, seamless application integration is necessary to maintain and improve client relationships, drive efficiencies,
The Value an Investor Portal Brings to a Firm and Its Investors
Many asset management firms have adopted, or are considering adopting, an investor portal to streamline investor report delivery. Investor Portal
Strategies for Successful CRM Implementation
While it may be tempting, delegating the responsibilities of CRM selection, implementation, and ongoing support to IT has its shortcomings.
Investor Portal Solutions | Increase Adoption and Drive Success
You did it! You launched your investor portal. After months of hard work and testing, you’ve finally sent out the
Webinar | Is Your CRM a Wealth of Untapped Potential?
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Dura Software Kicks Off the Year With Acquisition of Satuit Technologies
SAN ANTONIO, January 9, 2024 – Off to a fast start in 2024, Dura Software has recently completed the acquisition
Satuit Technologies Promotes Jamie Plassmann General Manager
A press release announcing the appointment of new General Manager of Satuit Technologies, Jamie Plassmann.
Satuit Technologies Partners with Versoft Consulting to Enhance CRM and Portfolio Accounting Integration
BRAINTREE, MA, October 12, 2021 – Satuit Technologies has partnered with Versoft Consulting to bring enhanced integration to the Satuit