| Name | Title | Contact Details |
|---|---|---|
Bill Lankswert |
Fractional CFO | Profile |
Todd Robran |
Chief Commercial Officer | Profile |
Dan Cosgrove |
Chief Executive Officer | Profile |
West Coast Bancorp (Bancorp) is a financial holding company. Bancorps principal business activities are conducted through its full-service commercial bank subsidiary, West Coast Bank (the Bank).
Precise Financial Services is a Laval, QC-based company in the Financial Services sector.
American Income is a Southfield, MI-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.