SatuitCRM® Spring 2016 Release Brings Enhancements to SatuitCRA™

BRAINTREE, Mass.--(BUSINESS WIRE)-- Satuit Technologies, Inc., a global leader in software solutions for the professional investment market is pleased to announce the rollout of the SatuitCRM Spring 2016 software release. This latest version includes improvements in the integration of SatuitCRM and SatuitCRA, as well as the addition of a number of new features for client and investor reporting. Users can now upload documents to the Investor Portal in bulk, allowing them to easily upload the contents of a network folder. The new release also includes additional fields that can be used for package definitions and mail merges, and includes a bulk email feature, for investors and consultants who insist on having reports mailed to them, rather than using a portal.

The previously announced SatuitCRA v. 2.0 allows users to manage and automate the preparation and delivery of statements, invoices and complex content to their clients through a secure portal. SatuitCRA provides an easy to use, reporting software package and investor portal that can be installed behind a client fire wall or run as a cloud application. The included Global Document Library (GDL) stores an unlimited number of documents and files, including back office portfolio software reports.

“The initial reaction to SatuitCRA has been extremely positive, and the enhancements we added in this version improve both functionality and ease of use. We appreciate very much the feedback from our clients and expect that they and new clients will both find SatuitCRA the ideal solution for their packaging and reporting needs,” said Karen Maguire, CEO of Satuit Technologies.

ABOUT SATUIT TECHNOLOGIES, INC.Satuit Technologies, Inc. is the premier provider of cloud-based and On-Premise CRM 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. For additional information, visit www.satuit.com.

View source version on businesswire.com: http://www.businesswire.com/news/home/20160510005204/en/

Satuit Technologies, Inc.
Frank Camacho, 781-871-7788
[email protected]

Source: Satuit Technologies, Inc.

You May Also Be Interested In

• Patented Foodservice Products Company with Strong Gross Margins and Substantial Two-Year Revenue Growth Hits Market for $1.6 Million
• evolve and ELITEWHEELS Bring Engineering-Driven Cycling Performance to Italian Bike Festival 2026
• PrimeBOT Wins Official IFA Innovation Awards as Personal Robotics Moves Closer to the Home