July 17, 2017 − Minneapolis, MN – Sawtooth Solutions (“Sawtooth”), a comprehensive and flexible platform for overseeing the entire wealth management process, today announced a strategic relationship with Mercer Investments, a global leader in institutional investment consulting, to expand its manager research capabilities. This relationship...

BizEquity, the world’s leading provider of cloud based business valuation and performance big data, today announces that it has signed a strategic partnership with Sawtooth Solutions (Sawtooth), a technology-focused wealth management platform. The agreement will see BizEquity’s patented business valuation service being integrated as part of...

Topeka, Kansas, April 5, 2016 — Leading insurance marketing organization Advisors Excel has partnered with Sawtooth Solutions, a technology-focused company concentrating on wealth management platforms, to help support the launch of Advisors Excel’s newest division, AE Wealth Management, an SEC registered investment adviser firm. One of...

An important consideration when opening an account is whether to select Transactional Based Pricing ("TBP") or Asset Based Pricing ("ABP") for the custodial fee.  Transactional Based Pricing is a fee charged for every trade made in the account and is priced per transaction.  Asset Based...

Bolder Options is an innovative youth development organization, focused on mentoring youth who are at risk of dropping out of school or becoming involved in unhealthy behaviors. At Bolder, they stress the importance of goal-setting, physical activity and community involvement to help build confidence and...

Sawtooth has been recognized on the Trust Advisors America’s Best TAMPs feature, an annual publication providing detailed info about the top Turnkey Asset Management Platform providers in America. Take a moment to read a bit about Sawtooth and our unique solution! Check it out by clicking...

SunGard expands into the managed accounts business with the launch of the Sawtooth-SunGard all-in-one managed investment solution. As financial advisors can attest, it takes a lot of different technology to run a wealth management business. Currently all of those dysfunctional web based technologies are used separately,...

Sawtooth is excited to announce our new partnership withSterling Capital Management. The partnership will allow us to deliver their diverse group of strategies to a wider range of clients and portfolios. To kick things off, Sawtooth and Sterling are headed down to Orlando for the American Bankers Association’s Wealth Management and...