Driving Investor Engagement
“Build it, and they will come…” – Bill Durham/Field of Dreams. Has your company implemented an investor portal only to find out that your investors don’t log in? Is a “failure to launch” proof investors are not interested in using a portal?
CRM Efficiency in Asset Management
Learn which features lead to CRM efficiency for asset management firms, so you can select a software that is right for you.
Good Riddance 2020 – Hello 2021
Yes, it was a crazy year. Zoom fatigue is real and we are all grateful for the break that two back-to-back long weekends provided (and hopefully the days in between). At Satuit, we miss the office kitchen, catching up on weekend activities, the smiles, the Friday games, and lunches. We miss the energy and the […]
Investor Reporting Software | Convenience, Simplicity, Easy Access
Most investors seek convenience, simplicity, and easy access (CSE). For traditional financial assets, CSE means daily, weekly, or monthly electronic updates on their investment market values, losses/gains. It means not having to make phone calls to get forms.
Satuit CFO travels to Ukraine for OSCE mission to observe Election
This summer Satuit’s CFO, Steven Nothern, traveled to Ukraine as part of the OSCE mission to observe Ukraine’s July 21 Parliamentary election. Ukraine’s new President, Volodymyr Zelenskyy’s first act following his sweeping landslide election in May was to call for early parliamentary elections. The United States, one of the 56 nations that form the OSCE […]
Satuit Technologies Releases Autumn 2020 Platform Upgrade
Braintree, MA – October 6, 2020 – Satuit Technologies is pleased to announce the release of the Autumn 2020 upgrade, which contains significant enhancements to our investor portal and CRM solutions. “Our experience as a leading CRM solution provider for asset management professionals makes us keenly aware of the user experience,” says Karen Maguire, the CEO, […]
Orpheus Partners Adopts Satuit as Asset Management CRM
Braintree, MA – June 23 2020 – Satuit Technologies, Inc., a global leader in asset management software solutions, is pleased to announce that Orpheus has chosen SatuitCRM® for their firm’s Client Relationship Management (CRM). Orpheus Partners provides third party marketing and sales services to asset managers. The firm was looking for a CRM that would allow […]
Satuit Significantly Expands Virtual Training Offerings
In Q3 2019, long before the Covid-19 shutdown, Satuit Technologies undertook a major project to redesign every aspect of its Learning Center offerings and to expand online training.
Satuit Technologies Sponsors the 27th Annual AIMSE Canadian Conference
Braintree, MA – January 28, 2020 – Satuit Technologies is proud to have sponsored the 27th annual AIMSE Canadian Conference. This year’s Canadian Conference theme was “20/20 Vision: A View to the Road Ahead.” Keynotes explored unconscious bias from the perspective of a finance professional, as well as the perspective of a client. Other conference sessions […]
Satuit Technologies Supports Toys for Tots Program for 13th Consecutive Year
Braintree, MA – December 31, 2019 – Satuit Technologies prides itself on its continued commitment to supporting local Boston area charities. This year was our 13th year as one of the top regional donors to the Marine Corps Toys for Tots Program. During the months of November and December, Satuit Technologies Employees dropped off hundreds […]