| Name | Title | Contact Details |
|---|---|---|
Michael McGuire |
Vice President of Information Technology, Operations and Support Services | Profile |
San Mateo Credit Union believes that an educated consumer makes wiser financial choices. Because we recognize the importance of financial education as a way to help our member-owners attain their financial goals, we practice a strong dedication to
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.
StrongPoint Capital is a Woodstock, VA-based company in the Financial Services sector.
Bonnet House Inc is a Fort Lauderdale, FL-based company in the Financial Services sector.
The Gores Group, LLC is one of the leading providers in Financial Services. It is based in Greenwood Village, CO. To find more information about The Gores Group, LLC, please visit www.gores.com