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.

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 […]

Satuit Technologies Autumn ’21 Product Release

COMPANY NEWS UPDATE Satuit Technologies Autumn 21 Product Release Braintree, MA – September 28, 2021 – Satuit Technologies, a global leader in asset management CRM and Investor Portal software solutions, has released its Version 16.3 product upgrade to enhance efficiency and the overall user experience. This latest release improves user experience and efficiency with new features […]

Satuit Technologies Summer ’21 Product Release

Braintree, MA – July 21, 2021 – Satuit Technologies, a global leader in asset management software solutions has released its v16.2 product upgrade to enhance user experience. This latest release includes new features and updates to SatuitCRM and SatuitSIP investor portal. SatuitCRM SatuitCRM’s enhanced user interface includes updates to dashboard charts, administrator functions, form rule […]

2ndVote Advisers Implements SatuitCRM to Manage Rapid Growth in Investor Demand

Braintree, MA – May 18, 2021 – Satuit Technologies, a global leader in Buy-Side asset management software solutions, is pleased to announce that 2ndVote Advisers has chosen SatuitCRM for their company’s customer relationship management needs. 2ndVote Advisers provides Exchange Traded Funds (ETFs), separately managed accounts, and other investment products that utilize the proprietary research of 2ndVote […]