A comprehensive, flexible platform for overseeing the entire wealth management process across all account types, delivered through a Unified Managed Account (UMA) program and managed with our Best-of-Breed Salesforce.com integration. Our collaborative approach enables advisors to easily implement their wealth management offering while embedding the pillars of an institutional framework:  definable and repeatable investment, sales, and operational processes.

Our top priority is providing the ideal solution for your business, we match our services to your needs, not the other way around. The Sawtooth UMA platform is not “shrink wrapped” and our skilled team of experts will work with you to create a solution that meets your requirements and enhances your business.


A cookie-cutter solution rarely fits the needs of a wealth management practice because each  business is unique. We use an adaptive Best-of Breed technology suite so we can tailor our UMA platform to meet your needs. We can add or change functionality at your request to match your customized business processes.


Our unique skills and expertise complement your strengths and add a new dimension to your business. We bring a top notch investment team, innovative technology department, and experienced operations staff that will work with you to expand your business, manage your back office, and increase the quality of your offering to your clients.


Sawtooth provides on demand one-on-one service from our team of experts. We will have your back at every turn, whenever you need support. Our team is experienced at guiding and training advisors on our UMA platform and our superior sales support will help you close deals and grow.


Our mission is to support asset growth and enable our customers to close sales. We are able to do this by providing the back office support you need along with our innovative Salesforce platform based technology. Our UMA platform encourages selling by streamlining the sales process and providing consistency across every point of contact. Sawtooth helps strengthen your brand, differentiate your company in the marketplace, and ultimately grow your business.

We know there is no off-the-shelf solution that will work exactly the way you need it to. Let us configure a solution to meet all of your needs today, knowing we can add functionality as your needs change.

Let us show you how we can work together to build a stronger, more powerful wealth management business.

In a 30 minute demo, you’ll see how we can configure a Best-of-Breed solution, personalized to meet your needs.

*TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Sawtooth Solutions, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
*Salesforce, Salesforce.com and others are all trademarks of Salesforce.com and are used here with permission.