THE ONE CONSTANT IN THE WEALTH INDUSTRY IS CHANGE
And the rapid pace at which the changes are coming requires an adaptive wealth management solution.
At Sawtooth, our consultative process, along with our Best-of-Breed technology integration approach, makes us the perfect partner in these times of change. You’re ready for a custom-tailored enterprise-wide solution that combines technology and dedicated support into a completely integrated service offering.
WHAT SAWTOOTH HAS TO OFFER
POWERFUL PROPOSAL GENERATION

Our custom-tailored risk profiling questionnaires feed seamlessly into our proposal generation system. Proposals are private labeled and uniquely generated for each client. Our proposal generator produces a presentation you can proudly deliver with the assurance that the allocation represents the best interests of your client.

Features of our system include:

• Investor profiling
• Comparative back testing
• Integrated model fact sheets

INSTITUTIONAL QUALITY TRADE EXECUTION

Our trading system was custom built to effectively meet the demands of the Unified Managed Accounts Framework. We utilize our deep institutional trading experience to continually maximize our execution capabilities.

A TEAM OF EXPERIENCED RESEARCH PROFESSIONALS

Sawtooth's Investment Committee has extensive experience conducting investment manager due diligence, developing asset allocation strategies, and growing investment advisory practices. Our team is available to discuss the investment options on our platform and assist with the construction of  client portfolios.

EFFICIENT BILLING SYSTEM

Our billing process is accurate, efficient, and flexible. Outsourcing the billing process is less expensive and less of a hassle than doing it yourself. We customize the billing process to make the switch as seamless as possible. Fees can be pulled directly from a client's account or collected through traditional paper invoicing.

EFFORTLESS CLIENT PORTAL

Our client portal delivers all the information about all of your client's accounts in an intuitive, minimalistic format. Enhance your brand with a client unified experience powered by our private labeled client portal. Our client portal uses responsive design to seamlessly adapt to mobile, tablet, or desktop formats.

ONLINE PERFORMANCE REPORTS

For Advisors: Our web based reporting portal offers on demand reports at the account, household, or firm level. These reports are reconciled daily from any of our custodial partners and allow you to take the temperature of your business at a moment’s notice.

For Clients: Our private labeled reports offer a clear and concise performance summary. Reports are customized to include the content you want presented in a format your clients are used to. Report access can be determined at the individual client level.

DIRECT CONNECTION WITH CLIENTS

Clients have the ability to call or video chat directly from the client portal.

TECH SAVVY TEAM

sos_icon_1xEver feel like you are drowning in technology? That's what we're here for. Our experienced team handles technology integration and troubleshooting so you don't have to.

A PARTNER YOU CAN TRUST

Sawtooth is driven to provide the highest quality service possible while continually innovating towards cutting edge technologies. We have incentive to build the best wealth management solution for your needs because we have the same goal as you do - growing assets.

ONE TECHNOLOGY SOLUTION TO MANAGE ALL

Our integrated technology approach allows all of the work to be done from one proprietary system, the Salesforce.com CRM. Every step of your process, from prospecting new clients to bundling and storing paperwork, is easily accomplished without having to use and learn multiple un-related technologies. We have done the work to find the best solutions out there and put them together in a simple and intuitive way so you can stop focusing on managing software and go back to focusing on growing your business.

A SOLUTION THAT SCALES AS YOU GROW

Sawtooth's hub and spoke model allows us to expand our offering as the needs of our customers grow. Our cloud based model provides limitless capacity and scales with your needs.

A STRONG SUPPORT TEAM

Our on-boarding team works with new clients to insure a seamless transition to the platform. We work with you to develop a comprehensive transition plan. We provide no-charge on-demand training to any of our clients. With Sawtooth you always have an expert to call.

REQUEST A DEMO

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.