Satuit Technologies Announces SatuitCRA Spring ‘19 Release
Braintree, MA – April 9, 2019 – We are pleased to announce the release of our latest upgrade of SatuitCRA. Spring ’19 (v15.3) includes completely customizable landing templates for different investor groups (wealth management, institutional, advisor) along with DocuSign Integration, watermarking, and enhancements to security. SatuitCRA is GDPR compliant. Our development team have focused on significant […]
Satuit Client Round Table – London
Braintree, MA – March 4, 2019 – On February 20th Satuit hosted a Round Table Meeting targeting our European clients. This meeting provided a unique opportunity to network with Satuit users in the asset management industry. At this event, clients got an opportunity to learn how their peers are using Business Intelligence and Reporting tools […]
Satuit Technologies Sponsors the 26th Annual AIMSE Canadian Conference
Braintree, MA – January 9, 2019 – Satuit Technologies is proud to be sponsoring the 26th Annual AIMSE Canadian Conference in Toronto on January 16-17, 2019. The important networking and learning event focuses on institutional investment industry professionals from across North America. Satuit has been a sponsor of the event for many years because of the […]
Satuit Client Round Table – Boston
Braintree, MA – December 5, 2018 – We are looking forward to joining our clients in the northeast region for the Satuit Client Round Table in Boston on Thursday, December 13th, 2018 at 8:30 AM EST. The conference will be held at the offices Acadian Asset Management in the financial district of Boston. Their willingness to […]
Satuit Technologies Sponsors Cutter Wealth Meeting New York
Braintree, MA – November 13, 2018 – Satuit Technologies is pleased to be an exhibitor at the Cutter Wealth Meeting in New York on November 15, 2018. This invitation only event is designed exclusively for operations and technology professionals in the wealth management sector. We are expanding our footprint in the wealth management space and look […]
Satuit Technologies Sponsors AUG Chicago Member Meeting
Braintree, MA – November 1, 2018 – Satuit Technologies is sponsoring the Chicago AUG Member Meeting on Friday, November 2nd, 2018 at the Hotel Chicago. Founded in 1998, AUG’s mission is to be the premier forum for the wealth and investment management industry. Many Satuit clients also use Advent for portfolio accounting. SatuitCRM offers full integration […]
Satuit Technologies Sponsors OPAL Forum West
Braintree, MA – October 30, 2018 – Satuit Technologies was pleased to be a sponsor at the Opal Family Office & Private Wealth Forum West in Napa Valley CA on October 24th – 25th 2018. Northern California has the fastest-growing population of newly structured family offices in the world, dominated by first and second-generation families from […]
Satuit Technologies Sponsors AIMSE Fall Conference in NYC Again
Braintree, MA – October 10, 2018 – Satuit Technologies is proud to be sponsoring the AIMSE Fall Conference in New York City on October 10-11, 2018. This sold-out event draws investment industry professionals from across North America, many of them Satuit clients. Tegan Folsom, Senior Marketing Manager, and John Scheve, Business Analyst, from Satuit, will be […]
Long Harbour Ltd. Opts for SatuitCRM® Software
Braintree, MA – October 3rd, 2018 – Satuit Technologies, Inc., a global leader in software solutions for the professional investment market, is pleased to announce that Long Harbour Ltd. has chosen SatuitCRM® for their firm’s Client Relationship Management (CRM). Long Harbour Ltd. is a real estate and asset backed investment manager headquartered in London. It was […]
Satuit Technologies Announces Summer ‘18 Release
Braintree, MA – September 13, 2018 – Satuit Technologies, Inc., a global leader in software solutions for the professional investment market, is pleased to announce the roll out of the Summer ‘18 software release. To assure continuous innovation, Satuit releases new updates quarterly for all products. The summer release brings additional metrics to the UI […]
