Satuit Technologies Releases SatuitCRM v.10.3 Built by Investment Professionals, for Investment Professionals

Satuit Technologies, Inc., the fastest growing provider of customer relationship management (CRM) solutions for investment professionals, today announced the commercial availability of SatuitCRM v.10.3. This is the third release under Satuit’s RDC Program (rapid development cycle).

(PRWEB) March 14, 2006 -- Satuit Technologies, Inc., the fastest growing provider of customer relationship management (CRM) solutions for investment professionals, today announced the commercial availability of SatuitCRM v.10.3. This is the third release under Satuit’s RDC Program (rapid development cycle).

The company releases incremental upgrades every 12 weeks, for maximum user satisfaction, with minimum burden on client technology teams.

"We moved from annual upgrades to the RDC Program because this allows us to respond much more quickly to customer feedback. We serve an industry that is fast-paced and we wanted our product to meet the rapidly changing needs of our clients. With the RDC program we can deliver constant incremental improvement instead of monolithic releases which place stress on the user base and technology support teams” says Njal Larson, Senior Vice President of Product Strategy.

Satuit’s RDC Program allows the company to further extend its CRM leadership role for Investment Professionals, by quickly responding to user feedback and requirements. Examples of the industry specific enhancements in v .10.3 include:

·Sales Opportunity linking - Link consultants and other influencers directly to a sales opportunity. Search by influencer role (consultant, intermediary, financial advisor, trustee, board member) in the opportunity.

·Contact to Account/Portfolio linking - Link any contact in the database to any client account and indicate if the contact requires specific client communications (statements, invoices, annual reports, performance reports, etc.

·Track Trading Restrictions – This provides Investment professionals with a method to track trade restrictions on their clients’ portfolios.

·Account Information Importers - SatuitCRM provides import wizards for importing portfolio level information such as valuations, performance and holdings.

·Role-Based Permissions – This enables the SatuitCRM system administrator to create and assign role-based permissions for all SatuitCRM users.

·Improved Audit Tool - SatuitCRM now offers complete auditing of all field level changes, including previous values.

Satuit implemented its rapid product release cycle shortly after the launch of the SatuitCRM 10.0 in March 2005. The shortened development cycle, combined with Satuit’s ability to offer its application in an On-Demand environment, allows new application functionality to be released every 12 weeks.

Satuit is currently on track to release SatuitCRM v.10.4 in May of 2006. Version 10.4 highlights include the launch of SatuitBPM Version 1.0; Additions to SatuitAPI; Improved Mailing and Report CC functionality; Additional Outlook Integration; Enhancements to standard reports; 30 user requested enhancements and improvements to the Pension directory import tool.

About Satuit Technologies

Satuit Technologies, Inc. is a global leader in sales force automation (SFA) and client relationship management (CRM) solutions the professional investment market. The company’s SatuitCRM system was designed to enable asset management and hedge fund companies to increase sales, better serve their clients, master information-intensive business relationships, and reduce costs. With offices in the United States and the United Kingdom, Satuit serves clients in more than a dozen countries as well as every major financial center. Satuit Technologies was founded in 1994 and is privately held.

SatuitCRM is a trademark of Satuit Technologies, Inc. All other trademarks or registered trademarks are properties of their respective owners.

Media Contact:

Dan Dyer

513-478-7818

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