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.

Why Your Investment Management Firm Needs SatuitCRM in 2026

As competition intensifies and investor expectations evolve, investment management firms face increasing pressure to operate with peak efficiency and precision. And the tools that supported your firm yesterday may not provide the edge needed for tomorrow. For professionals in institutional asset management, private equity, and wealth management, success in 2026 will depend on leveraging technology […]

A Recap of SatuitCRM’s Latest Version Release: 18.0

We’re excited to announce the release of SatuitCRM Version 18.0, a significant update that enhances user experience, system performance, and scalability. This release focused heavily on our UX/UI, introducing a modernized interface, improved integrations, and foundational updates that pave the way for future enhancements. Modernized User Interface Version 18.0 brings a complete overhaul of SatuitCRM’s […]

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 of the Asset Management CRM solution provider, Satuit Technologies. Satuit provides a highly customizable Asset Management CRM and investor portal for investment professionals, hedge funds, wealth management, private equity, and real estate markets. Satuit offers […]

Selecting the Right Buy-Side CRM

View an analysis of customizable vs. configurable buy-side CRMs to understand which might be right for your firm.

Satuit Technologies Promotes Jamie Plassmann General Manager

A press release announcing the appointment of new General Manager of Satuit Technologies, Jamie Plassmann.

The Importance of Cybersecurity in Asset Management

Learn about the importance of cybersecurity in the asset management industry and ways to prevent cyberattacks.

Protecting Against Asset Management Operational Risks

An overview of asset management operational risks for 2022, with tips for cybersecurity, preventing data leaks and more.

CRM Integration for Asset and Wealth Management: Increasing Efficiency and ROI

Learn how CRM integration can improve efficiency and ROI, and discover tips for proper implementation of your program.

Why Choosing an Industry Specific CRM Matters for Asset Management Client Success

Success in asset management depends on CRM tools that foster firm-wide collaboration and provide a broader view of client relationships.

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 product suite and industry-leading portfolio accounting solutions. The partnership extends Satuit’s offerings to their asset management client base, aimed at increasing functionality and lowering costs by enabling integrated up-to-date client data. Satuit is leveraging the […]