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.

Satuit Technologies Names James Plassmann VP Client Relations

Braintree, MA – April 4, 2017- Satuit Technologies, Inc., a global leader in software solutions for the professional investment market is pleased to announce that James (Jamie) Plassmann has returned to Satuit as Vice President, Client Relations. His responsibilities include direct involvement with key clients, managing the Satuit Client Success team, and supporting the retention […]

Satuit Sponsors Chicago AUG Member Meeting

Braintree, MA – February 28, 2017 – Satuit Technologies was a sponsor for the second time this year for an AUG Member Meeting, this one held Monday, February 27, 2017, at the Hard Rock Hotel in Chicago. Founded in 1998, AUG’s mission is to be the premier forum for the wealth and investment management industry. […]

Satuit Sponsors Boston AUG Member Meeting

Braintree, MA – February 27, 2017 – Satuit Technologies was a sponsor for the Boston AUG Member meeting held Thursday, February 23, 2017 at the Seaport Hotel. Founded in 1998, AUG’s mission is to be the premier forum for the wealth and investment management industry. Michael Kendall, Vice President – Strategic Relationships, represented Satuit at […]

Cooke & Bieler Selects SatuitCRM® for their Customer Relationship Management System

Braintree, MA – February 7, 2017- Satuit Technologies, Inc., the global leader in CRM for asset management and reporting, is pleased to announce that Cooke & Bieler has chosen SatuitCRM® software as their firm’s new CRM solution. Cooke & Bieler was seeking to upgrade the firm’s CRM software which is used to track their activities […]

Satuit Technologies Exhibited at 24th Annual AIMSE Canadian Conference

Braintree, MA – January 20, 2017 – Satuit returned to the AIMSE Canadian Conference this year, January 18-19, 2017 at the Intercontinental Toronto Centre in Toronto, Ontario. Expected to draw over 140 investment industry professionals from across North America, many of them Satuit clients, the theme for this year’s conference was “Embrace Change”. Matt Daniels […]

Satuit Again Sponsored Institutional Investor Institute’s Senior Delegates Roundtable

Braintree, MA – January 20, 2017 – Satuit Technologies was a returning sponsor at the 2017 Institutional Investor Institute Senior Delegates Roundtable, Tuesday – Thursday, January 17-19, 2017 at the Montage Deer Valley, in Park City, UT. Satuit’s SVP of Business Development, Chet Hayman was joined by Michael Melis, Director of the Salt Lake City […]