ORION INTEGRATION

Easily add sophisticated wealth management capabilities to Orion with the click of a button.

Sawtooth’s direct integration with Orion allows you to seamlessly flow from Orion Connect to Sawtooth. Easily apply custom UMA models to accounts and Sawtooth will take care of the rest.

ORION INTEGRATION

Easily add sophisticated wealth management capabilities to Orion with the click of a button.

Sawtooth’s direct integration with Orion allows you to seamlessly flow from Orion Connect to Sawtooth. Easily apply custom UMA models to accounts and Sawtooth will take care of the rest.

Quick Access to Sophisticated Wealth Management

Adding Sawtooth to Orion will allow you to quickly access our roster of diligently vetted managers on our UMA platform. Sawtooth offers a wide selection of quality investment options so you can tailor portfolios to meet each client’s individual needs. Sawtooth’s unique modeling capabilities allow you to create scalable UMA asset allocation models that can be customized for each client’s risk tolerance but still maintain their repeatability, providing a one-time set up for controlling the application of flexible model combinations.

Simple, Intuitive Technology

The Sawtooth platform is flexible, customizable and simple to use. You can easily propose and implement new investment options for your clients and Sawtooth will take care of allocating and trading the accounts. Our technology extends beyond maintaining your current book, we offer unique platform functionality that includes prospecting, risk tolerance and proposal capabilities to help you grow your business without a lot of overhead.

Consultative Support

Paperwork, administrative tasks, billing… you got into this industry to help clients plan to live a full life, not to push paper. As a TAMP, our operations specialists are experts in all the back-office tasks your firm encounters and we can customize processes to fit your needs. We handle all of the billing, reporting and trading on the accounts you add to our platform so you can focus on your client’s needs and building relationships.

See How Sawtooth Connects Your Orion Data

Sawtooth connects seamlessly with Orion to create a single point solution for all of your wealth management needs.

Quick Access to Sophisticated Wealth Management

Adding Sawtooth to Orion will allow you to quickly access our roster of diligently vetted managers on our UMA platform. Sawtooth offers a wide selection of quality investment options so you can tailor portfolios to meet each client’s individual needs. Sawtooth’s unique modeling capabilities allow you to create scalable UMA asset allocation models that can be customized for each client’s risk tolerance but still maintain their repeatability, providing a one-time set up for controlling the application of flexible model combinations.

Simple, Intuitive Technology

The Sawtooth platform is flexible, customizable and simple to use. You can easily propose and implement new investment options for your clients and Sawtooth will take care of allocating and trading the accounts. Our technology extends beyond maintaining your current book, we offer unique platform functionality that includes prospecting, risk tolerance and proposal capabilities to help you grow your business without a lot of overhead.

Consultative Support

Paperwork, administrative tasks, billing… you got into this industry to help clients plan to live a full life, not to push paper. As a TAMP, our operations specialists are experts in all the back-office tasks your firm encounters and we can customize processes to fit your needs. We handle all of the billing, reporting and trading on the accounts you add to our platform so you can focus on your client’s needs and building relationships.

See How Sawtooth Connects Your Orion Data

Sawtooth connects seamlessly with Orion to create a single point solution for all of your wealth management needs.

The Sawtooth Edge

You do everything for your clients—from financial planning to investment selection and more. Now you can add a trusted, experienced partner to help you step away from back-office tasks, increase profitability, and spend more time engaging your clients, face to face.

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Powerful Proposal Generation

 

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Institutional Quality Trade Execution

 

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Team of Experienced Research Professionals

 

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Efficient Billing System

 

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Effortless Client Portal

 

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Online Performance Reports

 

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Direct Connection with Clients

 

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Tech-Savvy Support Team

 

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A Partner You Can Trust

 

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One Technology Solution for Your Whole Firm

 

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A Solution that Scales As You Grow

 

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A Strong Support Team

 

Selected Managers

The managers you find on the Sawtooth platform are verified and vetted to ensure their performance and investment principles meet our standards. Look at some of the managers we work with to see who your next strategist might be.

Selected Managers

The managers you find on the Sawtooth platform are verified and vetted to ensure their performance and investment principles meet our standards. Look at some of the managers we work with to see who your next strategist might be.

How Are You and Your Team Spending Your Time?

What part of your job is taking up the most time? How much time are you dedicating to growing your firm? How about client relationships? Find the answers now!
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