Satuit Technologies by Tier1 Financial Solutions Partners with Versoft Consulting to Enhance CRM and Portfolio Accounting Integration

BRAINTREE, MA, October 12, 2021 – Satuit Technologies by Tier1 Financial Solutions (“Tier1”), a global leader in CRM, AML compliance, and fraud prevention solutions, 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 integration capabilities of Versoft Consulting’s VAAS CONNECT suite to allow a fluid conversation to occur between the Satuit product suite and a wide range of portfolio accounting systems. Satuit will host the data in their cloud application making it accessible to users on both desktop and mobile devices.

“As the financial industry becomes increasingly data-driven, it can be incredibly difficult and time-consuming for relationship managers to sift through vast amounts of information to identify actionable insights,” said Matt Braman, Manager of Custom Solutions at Versoft Consulting. “Our partnership with Satuit aims to address these issues by delivering investor portfolio data directly into the CRM or Investor Portal, greatly improving workflow efficiency.”

Satuit has made several enhancements to its product suite to make it easier for users to uncover these insights including a new user interface with dashboard charts, administrator functions, and form rule management. Its API offering was also extended, allowing clients to easily capture critical updates and trigger downstream processes via their workflows. Subscribing to Versoft Consulting’s service suite, VAAS CONNECT, to enhance CRM and portfolio accounting integrations is just the latest move to improve client experience.

“Over the past couple of years, we have seen firms increasingly leverage CRM to not just organize client data and track opportunities, but also to manage investor data for insights,” said Manish Patel, Chief Operating Officer, CRM at Tier1. “By working with Versoft Consulting, we are able to deliver consolidated, insight-driven investor information in one solution that can be securely accessed anywhere.”


About Tier1 Financial Solutions

Tier1 Financial Solutions is a leading provider of client relationship management (CRM), KYC & AML compliance, and fraud prevention solutions. Tier1’s portfolio of digital transformation solutions empowers its clients to optimize customer engagement, increase operational efficiency and reduce regulatory compliance risk. Trusted by over 300 companies and nearly 20,000 users worldwide, Tier1 delivers workflow-optimized experiences, prompted insights, and a centralized view of client interactions that drive revenue-generating engagements. Serving the unique needs of Capital Markets, Investment Banking, Investment Management, and corporate professionals, Tier1 advances client relationships and workflows with data-driven insights across desktop and mobile devices, empowering compliance, collaboration, transparency, and communication. For more information, visit

About Satuit Technologies

Acquired by Tier1 Financial Solutions in 2021, 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, visit For more information contact us at

About Versoft Consulting

Formed in 2015, Versoft has solidified itself as a leading consulting firm and prominent builder of custom solutions and integrations for the investment management industry. The company offers its plethora of resources to update, streamline, and optimize workflows and reports for a diverse array of clients across the globe. VAAS CONNECT is a suite of services and integrations that can plug into a variety of investment management systems to increase efficiency while reducing the overall costs associated with licensing and implementation.  For more information, visit