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 produt 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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