Oppenheimer opts for Satuit

Satuit Technologies, Inc. today announced that Oppenheimer Investment Management LLC has selected Satuit customer relationship management programs.

Upgrade SatuitCRM v. 10.5 was released in December. New features included in the upgrade are a reporting tool integrated with Microsoft SQL Reporting Services, due to the new SatuitSRS, a “comprehensive, web native solution that enables the creation, management, and delivery of both traditional, paper-oriented reports and interactive, web-based reports.” Company PR stakes claim to status as the first web-based interface for the Microsoft SQL Reporting Services engine and, according to one source, “could be offered as a stand alone Business Intelligence tool kit for software vendors operating in the On-Demand or SaaS space.”

OIM reportedly went with Satuit after finding other software to have limited reporting capabilities, marketing reports with not enough details and difficult configuration tools; OIM ITers described SatuitCRM as “designed for the asset management industry with out-of-the-box functionality that closely mirrors the way the industry works.”

Oppenheimer Investment Management LLC serves the institutional asset management market in offering small cap equity, large cap core equity and a range of U.S. fixed-income strategies to institutional investors, including insurance companies, corporate pension plans, public pension funds, Taft-Hartley funds and foundations and endowments.

Founded in December 2004, OIM is a subsidiary of Oppenheimer Holdings Inc. and was founded in 2004. Satuit Technologies, Inc. is a sales force automation and client relationship management solutions provider for the professional investment market. Satuit has offices in the United States and the United Kingdom, and has clients in thirteen countries and “every major financial center.”