Sawtooth Solutions

Sawtooth Solutions, fka Sawtooth Asset Management, is a comprehensive and flexible platform for overseeing the entire wealth management process across all account types, delivered through a Unified Managed Account (UMA) program and managed with its Salesforce CRM integration. Sawtooth is a flexible UMA/SMA TAMP solution for investment management, trade execution and online reporting. Sawtooth runs on a custom CRM Wealth management App