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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.
Eqis Capital Management is a San Rafael, CA-based company in the Financial Services sector.
Railway Credit Union is a Mandan, ND-based company in the Financial Services sector.
Quorum is a credit union—a member-owned, not-for-profit financial institution. We offer services similar to what you would expect from a bank, but unlike a bank, we do not answer to stockholders. Instead, we return profits to our members in the form of leading industry rates, services, and financial products.
1031 Exchange Professionals is a San Mateo, CA-based company in the Financial Services sector.