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Collection Group of Canada Inc. is a North York, ON-based company in the Financial Services sector.
West Community Credit Union is a O Fallon, MO-based company in the Financial Services sector.
Owner controlled data Advanced workflow efficiencies Credentialed data A new standard of trusted data AI Assist Valuation as a Service Waterfall Calculations Capital optimization Liquidity opportunities Compliance Schedule a Demo The trusted data archi...
Wahed Inc. (“Wahed”, “Wahed Invest”), is an Ethical and values driven digital investment platform. The platform provides access to diversified portfolios to residents of the US,UK and Malaysia.
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.