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.

Satuit Technologies Arranges West Coast Roundtable at First Pacific Advisors (FPA)

Braintree, MA – December 19, 2019 – We would like to thank First Pacific Advisors for graciously offering to host our West Coast Client Roundtable event. Satuit offers these intimate, invitation-only user group gatherings every 2-3 months in locations around North America and Europe. Twenty-seven users joined the Satuit team in Los Angeles to share ideas […]

Capital Generation Partners Chooses SatuitCRM for Asset Management CRM Solutions

Braintree, MA – December 12, 2019 – Satuit Technologies, Inc., a global leader in software solutions for Buy Side asset managers, is pleased to announce Capital Generation Partners has chosen SatuitCRM® for the firm’s Client Relationship Management (CRM) platform. Capital Generation Partners is an investment manager serving ultra-high net worth clients. The firm included Satuit […]

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 […]