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 […]

Webinar Recap: Charting the Course for Tomorrow with Satuit 18.0

Satuit recently hosted an in-depth customer webinar introducing its 18.0 release, a milestone update that modernizes the CRM experience while laying the groundwork for future automation and AI capabilities. The webinar theme, Charting the Course for Tomorrow, captured both the product’s refreshed design and Satuit’s forward-looking roadmap for continued efficiency gains. Why the 18.0 Release […]

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 […]

How Satuit Saves Time for Investment Managers

In the fast-paced world of investment management, time is your most valuable asset. But outdated systems and manual workarounds often slow down client communications, reporting, and deal tracking. Satuit is widely considered the best CRM platform and investment CRM software for investment teams looking to reduce manual work and improve transparency. Designed specifically for investment […]

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 […]