Satuit Technologies, Inc., a global leader in software solutions for the
professional investment market, is pleased to announce the rollout of
the Autumn ‘17 software release. To assure continuous innovation, Satuit
releases new updates quarterly for all products.
On the CRM side, the Autumn ’17 release provides new functionality to
simplify the process of archiving contacts and to allow users to re-use
picklist fields on multiple forms, making it easier to assure data
integrity and implement rules across multiple forms. The Satuit team has
completed phase 2 of the updates on the system toolkit. These changes
allow more flexibility and customization to SatuitCRM users and also
allow the system toolkit to be used with browsers other than Microsoft
For SatuitCRA Investor Portal, the new release provides many
enhancements for the portal administrator to further streamline and
simplify the administrator’s ability to manage documents, notifications
and track usage. The portal recipient can more easily manage and reset
passwords and can easily find new documents.
“With our quarterly releases, we are able to quickly respond to feedback
from users. Client user feedback is robust and highly valued,” said
Karen Maguire, CEO of Satuit Technologies.
ABOUT SATUIT TECHNOLOGIES, INC.<br/>Satuit Technologies, Inc. is
the premier provider of cloud-based and On-Premise CRM, reporting and
portal software solutions for the asset management, hedge fund, wealth
management, private equity, and real estate markets. Satuit has offices
in the United States and the United Kingdom, and serves clients in more
than thirty-five countries. Satuit Technologies is certified as a
women’s business enterprise by the Women’s Business Enterprise National
Council (WBENC). For additional information, visit www.satuit.com.
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