by Sawtooth Solutions | Dec 17, 2020 | Technology
NOW AVAILABLE ON SAWTOOTH – LYONS TACTICAL PORTFOLIO! Discover how Lyons Wealth Management takes a different approach to tactical investing, using: Slower triggers for exit & entry signals → we make fewer defensive shifts Individual stock selection → no...
by Sawtooth Solutions | Oct 8, 2020 | Technology
Sawtooth is thrilled to announce a partnership with Ethic Investing! Ethic is a tech-driven asset manager that builds sustainable passive equity portfolios. As an end-to-end sustainability solution, Ethic can help you engage, acquire and retain clients through...
by Sawtooth Solutions | Aug 11, 2020 | Technology
Discover new model portfolio solutions from the worlds largest asset manager, BlackRock, including: Target Allocation ETF portfolios designed to be your all-in-one, core portfolio solution Multi-Asset Income portfolios that help clients manage risk when seeking...
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,...
