SYS-CON MEDIA Authors: Ian Khan, Liz McMillan, AppDynamics Blog, Harry Trott, Blue Box Blog

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Integre Advisors LLC Selects SatuitCRM® Software to Manage Institutional and Private Clients

Satuit Technologies, Inc., a global leader in software solutions for the professional investment markets, is pleased to announce that Integre Advisors LLC has chosen SatuitCRM® software for its growing institutional and private client business.

When looking for their CRM solution, Integre Advisors was seeking a product tailored to the specific needs of their institutional investment firm where each relationship included dozens of contacts, each with different roles. With SatuitCRM, Integre can now easily track the movements of contacts from one firm to another, manage address changes, organize email communications, and communicate with their back-office portfolio accounting system, and manage reporting to clients.

Integre considered a number of generalist CRM providers in its search to replace Qube, a product that was being phased out by Advent Software. “Integre Advisors picked Satuit over the competitors due to its price/quality ratio and its functionality,” says Megan Mullins, AVP of Investor Outreach at Integre.

“We wanted to be able to streamline our databases where client information would be readily available across the board for our managers,” says Jeannie Woo, VP of Operations at Integre. Jeannie continued, “The email component and mail merge was a plus for our Operations side of things. SatuitCRM knows how to recognize the Business first and not just the contact making it a smarter database.”

ABOUT INTEGRE ADVISORS, LLC

Integre Advisors is an independent wealth advisory and institutional asset management firm based in New York, NY. Integre manages small-, large- and all-cap U.S. value equity strategies, as well as China and Global Growth equity portfolios. The firm was founded in October 2003.

ABOUT SATUIT TECHNOLOGIES, INC

Satuit Technologies, Inc. is the premier provider of cloud-based and On-Premise CRM software solutions for the Institutional, wealth management, private equity, hedge fund, and real estate and property 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.

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