| Name | Title | Contact Details |
|---|---|---|
Dan Larsen |
Assistant General Counsel | Profile |
Vorisek Financial Corp is a Columbus, OH-based company in the Financial Services sector.
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.
National Bank & Trust Company is one of the leading companies in Financial Services industry. National Bank & Trust Company is based in Sycamore, IL. You can find more information on National Bank & Trust Company at www.nabatco.com
Credit Union of Ohio Credit Union is a Hilliard, OH-based company in the Financial Services sector.
At MindBridge Ai we are about changing the world, making it a better place by building revolutionary new solutions to analyze financial data.