Browsing Tag

Karen Maguire

Capital Generation Partners Chooses SatuitCRM for Asset Management CRM Solutions

Satuit Technologies, Inc., a global leader in software solutions for Buy Side asset managers, is pleased to announce Capital Generation Partners has chosen SatuitCRM® for the firm’s Client Relationship Management (CRM) platform. “We are excited to have CapGen join our growing list of UK clients in the wealth and institutional sector. The initial implementation is completed and now we are working with the project team to drive adoption among members of the leadership team” Capital Generation Partners is an investment…

Satuit Technologies Partners with DocuSign for Secure Investor Portal

Satuit Technologies has partnered with DocuSign to allow clients to streamline the process of preparing, signing, acting on and managing digital agreements through the SatuitSIP Secure Investor Portal. When using the e-signature integration, a recipient can manage forms and signatures within the portal. There is no need to leave the portal interface. Documents requiring signatures are automatically distributed through the portal and are immediately available to the account manager once they are completed. There is no need…