| Name | Title | Contact Details |
|---|---|---|
John Kimbro |
Chief Technology Officer | Profile |
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.
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Cambrian Credit Union was established in 1959. Since then, we have grown to be one of the largest credit unions serving the Winnipeg and Selkirk marketplaces and among the first to launch a virtual division, Achieva Financial in 1998. With more than $4.6 billion in assets and over 66,000 members, we strive to help each of our members build strong financial foundations for making their dreams come true. This is not only our mission, but our core purpose.
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