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WELLSPRING is one of the top performers in middle-market private equity. Capital Wellspring's best-in-class performance has enabled it to expand its capital base with each successive fund raised.
Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.
Dupage Credit Union is one of the leading providers in Financial Services. It is based in Newport, RI. To find more information about Dupage Credit Union, please visit www.dupagecu.com
Over half of Americans live paycheck to paycheck. We`re trying to fix that, by building new financial services that make it easier to make ends meet, pay down debt, and save money. And we`re doing it as a transparent, straightforward business that only profits when our customers do, too.
National Advisors Trust Company, FSB is one of the leading providers in Financial Services. It is based in Fort Atkinson, IA. To find more information about National Advisors Trust Company, FSB, please visit www.nationaladvisorstrust.com