Shenkman Capital Hosts Satuit Roundtable Event For Clients in New York
Braintree, MA – October 31, 2019 – On October 29th Shenkman Capital hosted our Roundtable Event in New York for clients in in the metro area. The quarterly regional roundtables provide a unique opportunity to network with Satuit users in the asset management industry. Participants engaged in lively discussions on topics such as how to drive […]
Satuit Technologies Sponsors 2019 AIMSE Consultant Conference
Braintree, MA – October 29, 2019 – Satuit Technologies is proud to have sponsored the 2019 AIMSE Consultant Conference held at The Westin New York in New York City. Established in 1977, AIMSE’s mission is to provide an educational forum for investment management sales and marketing services professions worldwide. This member only event offers the opportunity for […]
Satuit Technologies Releases the Next Generation Investor Portal
Braintree, MA – October 15, 2019 – Satuit Technologies is proud to announce the Autumn ’19 release of SatuitSIP® Secure Investor Portal. This release drives the portal functionality to an entirely new level. The next generation of investor will not be satisfied with a “dropbox” knock off. This investor is seeking more self-service and more […]
Satuit Technologies Holds 2nd Annual Hackathon
Braintree, MA – September 18, 2019 – The team at Satuit recently completed our 2nd Hackathon where employees pitched their ideas to the entire company with a goal to get the green light on some really cool new projects. This year’s Hackathon included features for future releases along with some ideas just for fun. The Hackathon […]
Satuit Technologies Expands Marketing Automation Integrations with SharpSpring Partnership
Braintree, MA – August 19, 2019 – Satuit Technologies is excited to announce that it has partnered with SharpSpring, an industry leading cloud-based marketing tool to further expand the choices for e-marketing tool integration. Clients who use SatuitCRM plug-in for SharpSpring will eliminate duplicate contact lists, save time compiling and managing new lists and benefit from […]
Satuit Technologies Partners with DocuSign for Secure Investor Portal
Braintree, MA – August 12, 2019 – Satuit Technologies has partnered with DocuSign to allow clients to streamline the process of preparing, signing, acting on and managing digital agreements through the SatuitSIP® Secure Investor Portal. When using the e-signature integration, a recipient can manage forms and signatures within the portal. There is no need to leave […]
SatuitCRM Expands E-Marketing Partners and Adds Additional Security Measures in Latest Release
Braintree, MA – July 23, 2019 – Satuit Technologies is pleased to announce the latest upgrade of SatuitCRM. The release includes many upgrades and new features for our CRM clients, such as integration with SharpSpring®, and a trusted IP system for our two-step verification security process. Our integration with SharpSpring adds yet another powerful e-marketing […]
Tech Tools For the Asset Management Industry
Braintree, MA – May 23, 2019 – In continuation of their “Tech Tools” series, Dan Sondhelm of Sondhelm Partners highlights marketing tools and strategies for making intelligent decisions that drive revenue within the asset management industry. Read More Dan Sondhelm is CEO of Sondhelm Partners. He helps asset managers and mutual funds grow. He can be […]
Satuit Technologies Sponsors The 42nd Annual AIMSE Marketing & Sales Conference
Braintree, MA – April 26, 2019 – Satuit Technologies is proud to sponsor the 42nd Annual AIMSE Marketing & Sales Conference held at the Arizona Biltmore in Phoenix, Arizona from April 28 – 30, 2019. Established in 1977, AIMSE’s mission is to provide an educational forum for those in investment management sales and marketing services professions […]
SatuitCRM Spring ’19 Release Expands Integration Platform
Braintree, MA – April 25, 2019 – We are pleased to announce the release of SatuitCRM Spring ’19. The new release (v15.3) includes the Gmail Add-In, expansion of the import toolkit, integration with additional marketing automation tools and continued improvements to the SatuitCRM system. V. 15.3 expands the choices for e-marketing and marketing automation integration with […]
