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Insurance Administrator of America is a Cherry Hill, NJ-based company in the Financial Services sector.
Cash Technologies Inc is a Los Angeles, CA-based company in the Financial Services sector.
The Dalmore Group is an independent investment bank that offers uncompromised advice and solutions to a diverse client base. With relevant industry, legal and financial backgrounds, our team of professionals has the necessary experience and kn...
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.
Integrity, knowledge and a focus on making the process as simple as possible for our clients: that’s what Urban Financial of America, LLC (UFA) is all about. Founded in 2003, our company is one of the top lenders of reverse mortgages in the United States, and plays a leadership role in our industry. We pride ourselves on being a trusted resource, matching our unique customers with the products best suited for them. We empower our clients with the financial independence they’ve earned.