by Sawtooth Solutions | Aug 7, 2018 | Technology
Today’s financial advisors stand before a wave of new technologies, overwhelmed with the prospect of having to be experts at each. The tech seems to be infinite, requiring infinite integrations and a thick notebook full of passwords. Redtail, Motif, LaserFiche,...
by Sawtooth Solutions | Jun 27, 2018 | Technology
Let’s say you’re buying a new smartphone. You initially go to a big box retailer and find 20 different options with various features, and there’s nobody there to help explain them to you or help you make a decision. So you leave and go to a store that specializes in...
by Sawtooth Solutions | Mar 5, 2018 | Operations, Salesforce, Technology
When you think about outsourcing elements of your advisory practice, does it leave you with a positive or a negative reaction? We strongly believe in the power of outsourcing for advisors because we have seen firsthand how it creates more efficiency and, ultimately,...
by Sawtooth Solutions | Feb 23, 2018 | Salesforce, Technology
If you’ve seen a commercial for the new iPhone X, you have probably been exposed to the technology known as “augmented reality.” While Augmented Reality (AR for short) is not necessarily “new,” it has recently become accessible to the general public through new models...
