Advisors Excel, an insurance marketing firm, has partnered with Sawtooth Solutions, a technology-focused company concentrating on wealth management platforms, to support the launch its new division AE Wealth Management.
The new SEC registered investment adviser firm aims to offer services to the 650 independent financial professionals supported by its parent organisation.
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Advisors Excel said that the platform provided by Sawtooth will offer oversight for the entire wealth management process.
Advisors Excel co-founder Cody Foster said: "We chose Sawtooth Solutions because they really understand the wealth management business and how technology can facilitate portfolio management, back office support and a comprehensive reporting system. Sawtooth will help our advisors build the wealth management solutions their clients want and deserve."
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