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BI-MART Federal Credit Union is a Eugene, OR-based company in the Financial Services sector.
Partners Capital Group is a Aliso Viejo, CA-based company in the Financial Services sector.
Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.
YHB Investment Advisors is a West Hartford, CT-based company in the Financial Services sector.
SelectAccount is one of the largest health savings account (HSA) custodians and account administrators in the nation. We`ve been at the forefront of innovation in health spending accounts for over 25 years, and we`ve earned a reputation as one of the most experienced and trusted account administrators in the country. We currently manage more than half a billion dollars in consumer medical savings assets. SelectAccount has customers in all 50 states and serves members through 14 regional health plans. We work with 7,000 employers who provide SelectAccount health spending solutions to their employees. We have been approved by the U.S. Department of Treasury as a non-bank HSA Trustee, which means we meet stringent requirements for managing our members` health care dollars. SelectAccount currently serves more than 350,000 members across all of our products.