Powered by Sawtooth Solutions in partnership with Snappy Kraken. Advisors who qualify will receive:
No Grid
100% Payout
CLICK here to CALCULATE your cumulative additional earnings vs. your current payout.
Multi-Custodial
Zero trading fees*
*Through TD Ameritrade and Schwab. Some mutual funds not included.
Trustworthy Managers
Names you know, vetted for performance and low fees.*
*subject to certain conditions
Autopilot Marketing
Powered by Snappy Kraken and free upfront, only pay for actual results
Comprehensive Support
All the technology and handholding needed to make the transition to independence or scale an existing firm
Calculate how much more you could earn with a better payout
CUSTOM JAVASCRIPT / HTML
How It Works
The first 100 IARs or RIAs who transition at least $10mm AUM to Sawtooth by March 31st, 2020 will receive automated marketing support from Snappy Kraken with no upfront costs.
Snappy Kraken will work with these advisors to help them automate five key aspects of their business including:
Lead Attraction
Prospect Nurturing
Client Engagement
Referral Generation
Workflow Automation
Advisors who join this program must agree to pay a “marketing success fee” equal to five basis points coming from revenue generated on any new assets added to the platform as a result of Snappy Kraken’s marketing efforts.
Sawtooth’s flexible & comprehensive UMA (Unified Managed Account) platform fits the unique needs of advisors & advisory firms large and small. Sawtooth functions as both a technology partner and provider of access to best-of-breed third-party asset managers to help you put the focus back on your clients. At $13 Billion in platform assets, Sawtooth powers some of the largest and fastest growing wealth advisors and RIA’s in the country.
Snappy Kraken is the leading provider of marketing automation, online advertising, and bold, unique marketing for financial advisors. Deemed "The most innovative marketing platform for advisers" by Investment News, and recipient of the 2019 Wealth Management Industry Award for Social Media Leadership, Snappy Kraken is helping advisors automate and streamline their digital marketing efforts in powerful ways.
Sawtooth Solutions is a registered investment adviser. Information presented is for informational purposes only. It should not be considered specific advice and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. The calculator is for illustrative purposes only and is based on information and assumptions provided by you. Because of this, the accuracy of this information is not guaranteed and results may vary depending on your individual circumstances. It does not reflect the performance of any specific investment and it does not take into effect the deduction of any fees or taxes. There is no guarantee that the rate of return selected can actually be achieved. Investments involve risk and investment offerings offering the potential for higher rates of return also involve a higher degree of risk. Be sure to consult with Snappy Kraken and/or Sawtooth Solutions for a better understanding of this collaboration and to answer any of your specific questions.
