Satuit

Satuit Technologies Partners with DocuSign for Secure Investor Portal

Retrieved on: 
Monday, August 12, 2019
Professional services, Data management, Technology, Other Professional Services, Software, Satuit, Wampanoag tribe, DocuSign, Information technology management, Hedge fund, Business process management, Investment, Economy, Service companies

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.

Key Points: 
  • 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.
  • Documents requiring signatures are automatically distributed through the portal and are immediately available to the account manager once they are completed.
  • 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 Technologies is certified as a womens business enterprise by the Womens Business Enterprise National Council (WBENC).

Satuit Technologies Announces SatuitCRA Spring ‘19 Release

Retrieved on: 
Tuesday, April 9, 2019
Technology, Data management, Software, Professional services, Other Professional Services, DocuSign, Satuit, Business process management, California

We are pleased to announce the release of our latest upgrade of SatuitCRA.

Key Points: 
  • We are pleased to announce the release of our latest upgrade of SatuitCRA.
  • Spring 19 (v15.3) includes completely customizable landing templates for different investor groups (wealth management, institutional, advisor) along with DocuSign Integration, watermarking, and enhancements to security.
  • SatuitCRA has partnered with DocuSign to allow clients to streamline the process of managing forms and collecting signatures for account openings and other administrative work.
  • Satuit Technologies is certified as a womens business enterprise by the Womens Business Enterprise National Council (WBENC).