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Import Tools

This session is designed for those who have already mastered the basic features of Satuit and want to import new data or update existing data in CRM or Investor Portal. Typical data sources include Portfolio Accounting, Data Warehouses, E-Marketing, Custodians, and Legacy CRM Systems.

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Date

Feb 07 2023

Time

America/New_York
10:00 am - 11:30 am