Satuit Technologies Promotes Jamie Plassmann General Manager
A press release announcing the appointment of new General Manager of Satuit Technologies, Jamie Plassmann.
The Importance of Cybersecurity in Asset Management
Learn about the importance of cybersecurity in the asset management industry and ways to prevent cyberattacks.
Protecting Against Asset Management Operational Risks
An overview of asset management operational risks for 2022, with tips for cybersecurity, preventing data leaks and more.
CRM Integration for Asset and Wealth Management: Increasing Efficiency and ROI
Learn how CRM integration can improve efficiency and ROI, and discover tips for proper implementation of your program.
Why Choosing an Industry Specific CRM Matters for Asset Management Client Success
Success in asset management depends on CRM tools that foster firm-wide collaboration and provide a broader view of client relationships.
Satuit Technologies Partners with Versoft Consulting to Enhance CRM and Portfolio Accounting Integration
BRAINTREE, MA, October 12, 2021 – Satuit Technologies has partnered with Versoft Consulting to bring enhanced integration to the Satuit product suite and industry-leading portfolio accounting solutions. The partnership extends Satuit’s offerings to their asset management client base, aimed at increasing functionality and lowering costs by enabling integrated up-to-date client data. Satuit is leveraging the […]
Satuit Technologies Autumn ’21 Product Release
COMPANY NEWS UPDATE Satuit Technologies Autumn 21 Product Release Braintree, MA – September 28, 2021 – Satuit Technologies, a global leader in asset management CRM and Investor Portal software solutions, has released its Version 16.3 product upgrade to enhance efficiency and the overall user experience. This latest release improves user experience and efficiency with new features […]
Satuit Technologies Summer ’21 Product Release
Braintree, MA – July 21, 2021 – Satuit Technologies, a global leader in asset management software solutions has released its v16.2 product upgrade to enhance user experience. This latest release includes new features and updates to SatuitCRM and SatuitSIP investor portal. SatuitCRM SatuitCRM’s enhanced user interface includes updates to dashboard charts, administrator functions, form rule […]
2ndVote Advisers Implements SatuitCRM to Manage Rapid Growth in Investor Demand
Braintree, MA – May 18, 2021 – Satuit Technologies, a global leader in Buy-Side asset management software solutions, is pleased to announce that 2ndVote Advisers has chosen SatuitCRM for their company’s customer relationship management needs. 2ndVote Advisers provides Exchange Traded Funds (ETFs), separately managed accounts, and other investment products that utilize the proprietary research of 2ndVote […]
CRM Adoption: Why Isn’t Your Software Being Used?
We speak with many investment professionals who share their frustrations with their current CRM solution. Often the incumbent is a big-name provider (hint: “the Force is with you”). They are frustrated because their CRM does not deliver the promised productivity.
