Celebrating 30 Years of Innovation and Excellence: Satuit’s Milestone Anniversary

For three decades, Satuit has offered an indispensable CRM platform to over 750 asset managers, marking an era of unprecedented growth and commitment to excellence in the investment services industry. We proudly celebrate our 30th anniversary this year, a testament to our dedication and resilience in such a dynamic sector.

A Legacy of Empowerment

“It’s about more than just CRM software; it’s about empowering investment professionals with an industry-specific tool that solves their biggest pain points and challenges,” shares Jamie Plassmann, General Manager of Satuit. This ethos has been the guiding star for Satuit throughout its impressive history, as we’ve developed solutions that enable our clients to manage their relationships and data with finesse and accuracy.

The Satuit Suite: Catering to the Niche Needs of Asset Management

Over the years, Satuit has developed a specialized suite of products to meet the specific needs of asset management professionals. This includes an industry-specific CRM software that simplifies and streamlines the work of investment professionals by providing tools tailored to their exact requirements.

From a CRM framework designed specifically for your domain, individualized report packaging capabilities, to an investor portal that offers a window into crucial investment details for clients, Satuit continues to help asset managers maintain and grow client relationships.

Trailblazing into the Digital Age

Satuit was among the first in the software market to present a web-based product back in 2003, boldly stepping into the digital age and setting a new benchmark for online platforms within the financial sector.

Looking Ahead: A Future Brighter Than Ever

With a new website on the horizon, new UI updates, and a strategic repositioning of our product suite, Satuit is all geared up for an exciting future. Our recent acquisition by Dura Software has breathed new life into our ambitions, equipping us with even more resources to elevate our service offerings.This will allow us to have additional resources and strategy to continue innovation, customer support, sales and marketing initiatives, and development roadmap. 

A Philosophy Rooted in Flexibility and Customization

Our system is founded on the principles of business centric operations as opposed to contact-focused approaches. This philosophy not only honors B2B interactions but also champions the idea that firms know best when it comes to their operational needs, allowing them to customize and modify systems to avoid stagnation.

Thank You For 30 Spectacular Years

30 years is a significant period, rich with lessons, achievements, and milestones. Satuit’s anniversary is not just a celebration of a number but a reflection of our unwavering commitment to you, our clients. We extend our sincerest gratitude for your trust and partnership, which have been paramount to our shared success.

Here’s to a future where Satuit remains your partner of choice, ensuring that every relationship and every transaction is handled with the expertise and care it deserves.

For more information on Satuit’s services and upcoming updates, please visit our website or follow us on our social media channels.