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’s enhanced user interface includes updates to dashboard charts, administrator functions, form rule management, advanced security features, and updates to the (REST) API.

New features and updates include:

  • New capabilities to encourage platform adoption including flexible Home Page management
  • Additional Dashboard features that require minimal technical or programming skills allow users to easily configure their site
  • Expanded API offerings allow clients to easily capture critical updates and trigger downstream processes via workflow
  • Additional permissions and functions for administrators including additional fields available for form rule


SatuitSIP’s most recent upgrade gives SatuitSIP users access to the dashboard tool as well as updates to the Portal Activity Log, Shared Content functionality, and display settings.

New features and updates include:

  • A variety of user-friendly display options in the Document Library Portal Activity Log, and Portal Audit Log
  • Access to the Satuit Dashboard tool providing drill-down capabilities for visualizing, interacting with, and analyzing data
  • An expanded shared content functionality adds the ability to restrict access to shared content at the document level and easily identify sensitive content
  • Additional functionality for capturing changes to investor information in the Portal Activity Log
  • New capabilities that streamline the process of uploading documents and publishing records

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-
Zain Abouseido