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 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 […]

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 […]