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.
Our Buy-Side Product Suite
Product Suite Satuit Technologies is a industry-leading provider of buy-side software products designed for the asset management industry. Our software provides integral client acquisition, relationship management, compliance and reporting for complete front office and middle office solutions. Our products are built for asset management, institutional, wealth management, fund distribution, hedge fund, private equity, and real estate […]
How to Integrate Investor Portal and Asset Management CRMs: A Case Study on The Corundum Group
The Corundum Group (TCG) operates as a Registered Investment Advisor, responsible for over $1 billion in assets. Originally searching for a secure investor portal, TCG soon realized that as business continued to grow it would also require asset management CRM. Integrating Investor Portal Solutions with Asset Management CRMs For Your Business Similar to challenges faced […]
Investor Portal Solutions | Increase Adoption and Drive Success
Investor Portal Solutions Investor portal solutions can provide your business with various improvements, such as streamlined communication and increased investor engagement. The key to experiencing these improvements is to ensure portal adoption from your clients. How to Increase Adoption and Drive Success A secure investor portal can only provide your business with solutions if your […]
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 […]
