BANK & TRUST DEPARTMENT SOLUTIONS

Increase Operational Efficiency, Grow Your Advisory Team, and Focus on Asset Gathering

Bring your Bank & Trust Department to the leading edge with technology solutions integrated for efficiency; a seasoned support team with years of experience in wealth management; and access to sophisticated investment managers with unique strategies for every type of client.

BANK & TRUST DEPARTMENT SOLUTIONS

Increase Operational Efficiency, Grow Your Advisory Team, and Focus on Asset Gathering

Bring your Bank & Trust Department to the leading edge with technology solutions integrated for efficiency; a seasoned support team with years of experience in wealth management; and access to sophisticated investment managers with unique strategies for every type of client.

Leading-Edge Technology

We’ve partnered with the wealth management industry’s most forward-thinking software solutions to bring you a seamlessly integrated experience. Run your business through Salesforce CRM, report with clients through Orion’s personalized suite, utilize our integration with the FIS accounting platform, and extend your client relationships with financial planning tools and more.

Create a Modern Client Experience

Taking a client from mere customer to fan is built on a winning combination of leading technology and dedicated service. The Sawtooth platform can give you the time you need to engage clients and provide them with a modern, mobile finance experience that’s a cut above what’s offered by other trust departments.

Investment Solutions Built for You

You can feel confidence in the range of investment solutions available to your clients when you add the Sawtooth UMA platform. Our Investment Committee and Compliance Department carefully vet each manager on our platform to ensure due diligence has been done. Our approach allows us to offer a vast selection of quality investment strategies so you can meet each client’s specific needs.

See How Sawtooth Can Help Your Bank & Trust Department

Sawtooth provides banks with solutions to help you streamline your firm full technology suite that is flexible to your growing needs.

Leading-Edge Technology

We’ve partnered with the wealth management industry’s most forward-thinking software solutions to bring you a seamlessly integrated experience. Run your business through Salesforce CRM, report with clients through Orion’s personalized suite, utilize our integration with the FIS accounting platform, and extend your client relationships with financial planning tools and more.

Create a Modern Client Experience

Taking a client from mere customer to fan is built on a winning combination of leading technology and dedicated service. The Sawtooth platform can give you the time you need to engage clients and provide them with a modern, mobile finance experience that’s a cut above what’s offered by other trust departments.

Investment Solutions Built for You

You can feel confidence in the range of investment solutions available to your clients when you add the Sawtooth UMA platform. Our Investment Committee and Compliance Department carefully vet each manager on our platform to ensure due diligence has been done. Our approach allows us to offer a vast selection of quality investment strategies so you can meet each client’s specific needs.

See How Sawtooth Can Help Your Bank & Trust Department

Sawtooth provides banks with solutions to help you streamline your firm full technology suite that is flexible to your growing needs.

The Sawtooth Edge

Partnering with Sawtooth gives you experienced investment managers, leading modern technology, expert operations managers, and a credible line of products. Reach out today to free up your team’s time to focus on improving client relationships.

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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

Integrations and Trusted Partners

Every advisory firm is different. We focus on providing personalized solutions to fit your needs, and we partner with industry leaders to find the best solutions for complex challenges.

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.

Integrations and Trusted Partners

Every advisory firm is different. We focus on providing personalized solutions to fit your needs, and we partner with industry leaders to find the best solutions for complex challenges.

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.