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 Spring ‘17 software release.
The Spring release completes a year-long overhaul of the technology used to integrate Satuit products with Microsoft Office to allow integration functions previously dependent on Active X (supported only by I.E. browsers) to operate on any browser. Many of our users, who have switched to Chrome as their browser of choice, will be excited to see this functionality available to them.
The Spring ’17 release also introduces new functionality specifically designed to enhance the tracking and managing of client assets, both within the CRM and on our integrated Investor Portal. Users can create a parent account (or many parent accounts) and unlimited child accounts, so it is now possible to set up a Trust account and show all of the assets summarized in the trust, or a limited partnership with all the investors linked to the parent fund. The new release also includes the ability to display total amounts on the browse list view for any numeric field. These dynamic asset summary views are also available in the investor Portal (SatuitCRA®). The new features mean SatuitCRM® and SatuitCRA® users gain new functionality to become more efficient and to allow them to spend their time on more client facing and revenue generating activities.
“The SatuitCRM® product line has always evolved relative to our users’ needs, and that only continues with this latest update,” said Karen Maguire, CEO of Satuit Technologies. “The demand for these new features and enhancements is significant and we are consistently working on exciting new software updates to offer our clients.”
