Author: James Plassmann

James (Jamie) Plassmann is the SVP-General Manager at Satuit Technologies, bringing over 20 years of experience within the buy-side community — including 16 years with Satuit and 4 years with Cutter Associates. An experienced software professional, Jamie leverages a diverse background spanning product management, research, project management, consulting, software implementation, client service, account management, report creation, staff development, product demonstrations, and training. This breadth of experience allows him to excel as a multi-faceted leader capable of anticipating and responding to the full range of challenges that investment management firms face. Known for his deep ties to the asset management industry and his belief that technology should deliver focused, meaningful value, Jamie is committed to helping clients not just adopt software, but truly make it work for their business. Outside of work, he enjoys sailing and volunteers his time supporting his children's sports and activities.

SatuitCRM Client Breakfast and Networking Event in Los Angeles

Los Angeles, March 28, 2018 – Satuit Technologies was pleased to sponsor the Los Angeles Client Networking and Breakfast Meeting on March 27th. The event was held at First Pacific Advisors offices and attendees represented many of Satuit’s West Coast-based buy-side asset manager clients. Participants joined industry peers for a client case study and to […]

Satuit Technologies Announces Winter ‘18 Release

Braintree, MA – March 6, 2018 – Satuit Technologies, Inc., a global leader in software solutions for the professional investment market, is pleased to announce the rollout of the Winter ‘18 software release. To assure continuous innovation, Satuit releases new updates quarterly for all products. On the CRM side, the Winter ’18 release provides enhancements to […]

SatuitCRM Client Breakfast and Networking Event in London

London, UK – February 22, 2018 – Satuit Technologies was pleased to sponsor the second annual UK/Europe client networking breakfast meeting in London on February 20th. The event was held at Satuit’s London office. Attendees represented many of Satuit’s UK based buy-side asset manager clients. Participants joined industry peers for a client case study and […]

TerraProtein Equity Partners Opts for SatuitCRM® Software

Braintree, MA and London – January 18, 2018- Satuit Technologies, Inc., a global leader in software solutions for the professional investment market, is pleased to announce that TerraProtein Equity Partners Limited has chosen SatuitCRM® for their firm’s Client Relationship Management system. TerraProtein Equity Partners is an Investment and Advisory Boutique based in Edinburgh, Scotland focused […]

Satuit Lays Groundwork for Strong Results in 2018

Braintree, MA – January 16, 2018 – As we kick-off 2018, it is worthwhile reflecting on our amazing team’s achievements during 2017. Our sales team added more new users than any year since 2011, while the Satuit product team delivered on key benchmarks for our technology platform upgrade, setting the stage for some very exciting […]

Satuit Technologies Supports Toys for Tots and Cradles to Crayons

Braintree, MA – December 27, 2017 – Continuing our commitment to supporting local charities on the South Shore and in the Boston area, Satuit Technologies took part in two charity drives this year. The first was “Toys for Tots”, and this was our 12th year of participation. Employees from Satuit Technologies delivered bags and bags of toys […]

Satuit Technologies Announces Autumn ‘17 Release

Braintree, MA – December 7, 2017- Satuit Technologies, Inc., a global leader in software solutions for the professional investment market, is pleased to announce the rollout of the Autumn ‘17 software release. To assure continuous innovation, Satuit releases new updates quarterly for all products. On the CRM side, the Autumn ’17 release provides new functionality […]

Satuit Technologies Partners with Mirador to Expand Reach and Enhance Financial Reporting Capabilities

Braintree, MA – December 5, 2017- Satuit Technologies, Inc., a global leader in software solutions for the professional investment market is pleased to announce their partnership with Mirador LLC to offer report assembly and e-delivery software for Mirador clients through SatuitCRA®. The partnership will also provide seamless integration of Mirador’s financial reporting with SatuitCRM®. Mirador […]

Satuit to Sponsor CutterResearch Member Meeting

Braintree, MA – November 14, 2017 – Satuit Technologies is proud to be an exhibitor at the CutterResearch Member Meeting in Boston on November 14-15, 2017. This important event draws key investment professionals from across North America. We are pleased that many attendees are already Satuit clients and look forward to seeing them at the […]

Satuit Technologies Sponsors AIMSE Fall Conference in NYC

Braintree, MA – October 17, 2017 – Satuit Technologies exhibited at the AIMSE Fall Conference in New York City on October 11-12, 2017 at the Princeton Club. This sold-out event drew investment industry professionals from across North America, many of them Satuit clients. The theme for this year’s conference was “Ahead of the Curve”. Matt […]