by Sawtooth Solutions | Jul 14, 2017 | Press Releases
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...
by Sawtooth Solutions | Feb 28, 2017 | Press Releases
Sawtooth Solutions, LLC (Sawtooth) announced this week the addition of Rich Conley and Thomas J. Rozman to its Executive Team. Rich Conley joins as Executive Vice President and Head of Sales, while Thomas J. Rozman, CFA, will serve as Chief Investment Officer. Rich...
by Sawtooth Solutions | Jul 14, 2016 | Press Releases
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...
by Sawtooth Solutions | Apr 6, 2016 | Press Releases
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...
by Sawtooth Solutions | Jul 16, 2015 | Insights
With over 250 strategies to choose from on the Sawtooth Platform, Advisors often ask “What strategies should I use?” Obviously, allocation decisions require a lot of follow up questions like, “What is the client’s risk profile?” or “What is their return objective?”...
by Sawtooth Solutions | Jun 18, 2015 | Insights
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...
by Sawtooth Solutions | May 29, 2015 | Sawtooth News
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...
by Sawtooth Solutions | May 19, 2015 | Sawtooth News
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!...
by Sawtooth Solutions | Mar 11, 2015 | Sawtooth News
SunGard partners with Sawtooth and 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....
by Sawtooth Solutions | Feb 27, 2015 | Partnerships
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...
