Satuit Technologies Autumn ’21 Product Release


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 and updates to the Satuit Platform, the launch of the beta version for Satuit2GO 2.0 for mobile, and SatuitCRM.

The Satuit Platform

Enhancements to the existing Satuit Platform framework and API have been made to bolster functionality in browse lists, detail forms and contact fields, and administrator functions. Individually and grouped, these new capabilities improve user experience, increase user efficiencies and drive to a 360-degree view of vital contacts.

New features and updates include:

  • Additional capabilities to Browse List grids to greatly reduce errors in user workflows and allow for simpler and smoother implementation of new functionalities in the future.
  • Added a Seismic Connector integration window within the Detail Forms that provides a ‘single pane of glass’ view of all information related to the contact from Seismic.
  • Expanded administrator capabilities to increase efficiencies for Home Page management.
  • Introduction of a ‘Read Only’ format to provide a more holistic view of contact and entity information on the detail forms.
  • Extended API offering allowing clients to capture critical information directly from a contact’s LinkedIn URL.

Satuit2GO 2.0 – Beta Version

Clients can now access the beta version of Satuit2GO 2.0 for mobile. This is a complete revamp of the original Satuit2GO platform, providing a familiar and responsive design that allows users to navigate the new and improved system comfortably on different devices.


The latest SatuitCRM product upgrade makes significant improvements to the user interface and provides Outlook users with additional functionality – all aimed at providing an optimized user experience.

New features and updates include:

  • Additional capabilities via our Outlook Add-in to improve the tracking of contact details and interactions to deliver actionable insights from SatuitCRM directly within Outlook.
  • New functionality within the ‘Add to Satuit’ confirmation window to reduce process complexity and difficulties when managing items added from Outlook.
  • Enhancements to the ‘Unassigned Items’ interface to streamlined workflows for users reviewing items related to the associated contact.

About Satuit Technologies

Satuit Technologies is the premier provider of CRM, reporting, and portal software solutions for buy-Side asset management, hedge fund, wealth management, private equity, and real estate markets. The company has offices in Canada, the United States, and the United Kingdom and serves clients in more than thirty-five countries. For additional information, contact us today.

Media Contact
Matthew Bird

Paragon PR

+44 7557025612