Satuit Technologies Inc., the leader in software front and middle office solutions for the Buy-Side asset management market, announced another strong year, in spite of the economic headwinds. The company’s revenue grew 14% and they added 31 new clients. Satuit also saw an increase in cross selling activities, with more than 15% of clients purchasing additional Satuit products.
Clients Report Significant Time Savings with Version 5. Satuit clients using the latest version of SatuitPAC software (Packman v 5) are consistently reporting substantial savings in time and associated costs, often 60% or more. One of the most beneficial new features of Packman 5 is the Global Document Search function (GDS). GDS allows a user to specify a string of special characters or numbers within a large PDF document to break the document into individual PDFs.
Satuit Technologies, a global leader in software solutions for the professional investment markets, announced that SatuitCRM was named the Best CRM Product at the 2011 Buy-Side Technology Awards luncheon held in London. These annual awards recognize the top of class accomplishment and innovation of products and services designed for buy-side investment professionals. In 2011, a record number of entries were received.
With more than 90 attendees representing approximately 60 asset manger clients, Satuit’s “Success Summit”, its 12th annual user conference, was “very Informative and well worth the investment to attend…” according to one attendee, a conclusion echoed by many at the event held at Boston’s Seaport World Trade Center.
Satuit Technologies Inc., a global leader in software for the professional investment and wealth management markets, today announced the release of SatuitCRM v12. SatuitCRM integrates front and back office functions and fuses CRM and SFA functionality in an easy to use set of tools. This latest release was successfully rolled out to the first round of SaaS (Software as a Service) clients over the weekend of August 20th. Remaining clients will be upgraded in two rounds starting September 24th.
Satuit Technologies Inc., a global leader in software solutions for the professional investment markets, announced that Piedmont Investment Advisors, LLC. has implemented SatuitCRM to consolidate all key client and sales data on a single platform. Piedmont is based in Durham, manages over $3.1 billion in assets.
Satuit Technologies Inc. announced that Triasima Portfolio Management Inc. has implemented SatuitCRM to enhance its client support capabilities and business development.
Satuit Technologies Inc. announced that Punch & Associates, Inc. has implemented SatuitCRM to enhance its client support capabilities and business development. SatuitCRM was built by investment professionals for investment professionals like the team at Punch. “We looked at several CRM solutions. We chose Satuit because of the company’s knowledge of the asset management business...
Satuit Technologies Inc. has announced that BKD Wealth Advisors, LLC has successfully implemented SatuitPackMan to save time on billing and client package preparation. SatuitPackMan automates the creation of customized report packages and may be used for all manner of client communications.
Satuit Technologies Inc. has announced the release of SatuitPackMan version 5, which includes the most significant upgrade in 5 years. SatuitPackMan focuses on automating client content packages for customized monthly and quarterly client reporting. This newest release, in time for PackMan’s 10th anniversary, makes the process even more time efficient. The release will be rolled out to clients starting February 7th.
Satuit Technologies Inc., a global leader in client relationship management (CRM) and client statement generation and distribution solutions for the professional investment and wealth management markets, today announced the release of SatuitCRM v10.11. The release will be rolled out to clients starting November 20, 2010. SatuitCRM v10.11 is the most significant upgrade to SatuitCRM since version 10.5 and includes over 30 new features.
Satuit Technologies Inc. announced that Cornerstone Management Inc. has successfully implemented SatuitPackMan to help manage the firm’s client reporting process.
Before deploying SatuitPackMan, Cornerstone noted that its quarterly client reporting process took...
Satuit Technologies Inc., a global leader in sales force automation (SFA) and client relationship management (CRM) solutions for the professional investment markets, has announced the addition of 25 new clients since acquired the products of Lync.net in March 2010. Satuit PackMan, Satuit Secure Investor Portal (formerly WebReps), and Satuit SecurePDF, were added to the company’s flagship product SatuitCRM, creating a complete back to front office product suite.
Satuit Technologies Inc., a global leader in sales force automation (SFA) and client relationship management (CRM) solutions for the professional investment markets, announced today that it was named to the Inc. 5000 list of fastest-growing private companies in America for the fourth consecutive year.
Satuit Technologies, Inc., the leading provider of customer relationship management (CRM) software for asset management professionals, today announced that it has acquired the assets of Lync.NET, a leading provider of Investor Communication preparation and distribution technology for wealth management and institutional asset management firms.
Satuit Technologies, Inc., the leading provider of customer relationship management (CRM) solutions for investment professionals, today announced that the company’s earnings for 2009 grew by 80% year over year. The company credits its strong client retention and the growth of its sales force for the strong results.
Satuit Technologies today announced that Sanderson Asset Management has deployed SatuitCRM to facilitate client relationship management (CRM) for the company’s global institutional and private customers. SatuitCRM provides Sanderson’s client services team in the U.S. and the U.K. with a centrally located system that supports the company’s international growth goals, making it easier to track and service clients more consistently and efficiently between offices.
To help meet its challenges as a growing start-up boutique manager, Quotient Investors, LLC deployed SatuitCRM by Satuit Technologies, a global leader in sales force automation (SFA) and client relationship management (CRM) solutions for the professional investment market. SatuitCRM is designed specifically for the investment community helping Quotient to streamline its business development, direct mail and customer communications efforts.
In an effort to improve client services, operations and boost sales, Fort Washington Investment Advisors, Inc., a money management and investment company turned to SatuitCRM. The hosted CRM solution by Satuit Technologies is designed specifically for investment advisors and has been critical in helping Fort Washington to improve client services, enhance sales, streamline marketing and consolidate client information and reporting processes.
When searching for a Client Relationship Management (CRM) solution that could support its current and future sales and relationship management needs, Evercore Asset Management (EAM), turned to Satuit Technologies, a leader in CRM solutions for the professional investment market. Satuit’s SatuitCRM is the only CRM system designed specifically for the financial services industry, providing EAM with a flexible and scalable solution to easily capture, manage and access a broad range of information about clients and prospects.
Satuit Technologies, Inc., a global leader in sales force automation (SFA) and client relationship management (CRM) solutions for the professional investment markets, today announced that for the second year in a row it has been named to the annual Inc. 5000 list of the fastest-growing private companies in the United States. In 2007, Satuit ranked 1619. This year, Satuit ranked 1523 and is one of only 14 software companies from Massachusetts on the list.
SatuitCRM helps Oppenheimer Investment Management or OIM focus its institutional investment marketing and sales efforts for best results. OIM selected SatuitCRM following a thorough evaluation of a half dozen competing CRM solutions over several months. A key driver of the decision for OIM was the fact that, unlike other CRM solutions that proved to have limited reporting capabilities, hard to use configuration tools and were more costly, SatuitCRM was designed for the asset management industry with out-of-the-box functionality that closely mirrors the way the industry works. This enables OIM to quickly utilize the application resulting in a rapid Return-on-Investment (ROI).
Satuit Technologies, Inc., a leader in Client Relationship Management (CRM) solutions for the professional investment market, today announced that Liontrust International North America, a subsidiary of London-based Liontrust Asset Management, has selected SatuitCRM as the firm’s customer, sales and business management solution. Liontrust Asset Management is a 14-year-old money manager with more than $11 billion under management.