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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. Currently all of those dysfunctional web based technologies are used separately, the advisor must frantically flip back and forth between multiple windows, and the applications do not share data – causing a major headache when it comes to data management. SunGard partnered with Sawtooth to combine their trust, trading, and custody suite with Sawtooth’s turnkey asset management program (TAMP), CRM, and practice management solutions. The result of this marriage is an all-inclusive platform that brings together model-driven investment outsourcing, practice management, transaction management, and trading connectivity – it does it all. The best part? Sawtooth can deliver its straight through processing natively on the Salesforce CRM platform. By leveraging Salesforce’s industry leading CRM technology, Sawtooth creates an end-to-end outsourced solution to manage all customer data and business processes. Together, Sawtooth and SunGard empower advisors to create definable, repeatable  processes and scale their businesses.

Read More about Sawtooth’s solution in The Trust Advisor:


To learn more about the SunGard and Sawtooth Partnership: