Keep ALL of your client information at your finger tips. Sycamore Client Manager presents your client information in an easy to use, intuitive interface.
Finally a flexible and simple application designed to handle ALL of your compensation needs across multiple lines of business.
Allowing you to automate your compliance functionalities. Saving time and increasing efficiency.
Sycamore Company Offers Premium Financial Advisor Management Software
Whether you are looking for Advisor Management, Compensation Tracking, Compliance Checks, and / or Client Management, the Sycamore Platform has you covered. Now is the time to gain a competitive advantage. Designed for a Broker Dealer, RIA, and Insurance Agency, the Sycamore platform allows you to place all of the functions of your business on one platform.