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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.
RQD* Clearing is a next-generation correspondent clearing provider, providing advanced clearing, custody and execution solutions built for the modern markets. With the industry`s first solution built entirely on cloud-native, real-time technology, the firm can quickly and seamlessly enhance the platform, mitigate emerging cybersecurity threats and offer a more efficient implementation that scales as clients grow. Supporting U.S. equities, options and ETFs, RQD caters to broker-dealers that service retail, institutional and active traders, foreign financial institutions and proprietary trading firms.
Lloydminster Credit Union is a Lloydminster, SK-based company in the Financial Services sector.
ZenPayroll is on a long-term mission to modernize the payroll industry and connect companies with their employees in a more meaningful way. Today people think of payroll as a painful, tedious chore that forces businesses to deal with unnecessary complexity, manual tasks and numerous fees. Compensation should not be an impersonal transaction. It`s about employers rewarding people for their hard work, and employees feeling appreciated for their contributions. Our team is striving to positively influence millions of businesses and hundreds of millions of employees around the world. That mission is a key reason customers love ZenPayroll.
Evergreen Capital Management is a Bellevue, WA-based company in the Financial Services sector.