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.
Everything you need to manage your advisors anytime, anywhere. Business review, licencing, compliance, recruiting, and more.
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 on your businesses’ client accounts with Sycamore’s financial planner management software. At Sycamore Company, our registered investment advisor software will allow you to place all of the functions of your business on to one platform, enabling you to integrate your valuable client data.
As a result of taking advantage of our reputable financial planner software, you will finally have the ability to manage your accounts more efficiently and effectively, ultimately enhancing your clients’ return on investment. Our highly experienced management team, developers, and support staff will ensure that you receive the best possible results while using our financial planner software.