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Complete Recovery provides customer centered recovery and retention services focused primarily on retaining customers, asset recovery and information analysis.
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.
Next Advisors is a Newport Beach, CA-based company in the Financial Services sector.
Aran Insurance Services Group is a full-service managing general agency and underwriter founded in 2009 by veteran insurance professionals Tim Kenny and John LaCava. We specialize in acquiring and developing insurance underwriting facilities for both the property and casualty and accident and health markets.
Communitywide Federal Credit Union is a South Bend, IN-based company in the Financial Services sector.