Modern back-office technology solutions for broker dealers and RIAs.
Through the power of Salesforce, Sycamore Company is revolutionizing broker dealer and RIA back-office software with a modern, fully integrated platform.
COMPENSATION MANAGER
Finally a flexible and simple application designed to handle ALL of your compensation needs across multiple lines of business.
ADVISOR MANAGER
Everything you need to manage your advisors anytime, anywhere. Business review, licencing, compliance, recruiting, and more.
EINSTEIN
Sycamore is deploying Analytics to make your Data smarter. Discover important trends and behaviors in seconds.
COMPLIANCE MANAGER
CLIENT MANAGER
Jeff Sams
Sycamore effectively supports our diverse business operations and handles our need to
implement and manage highly complex commission schedules in one central location. It also
provides the transparency our reps and managers require, which resulted in a $18,000 cost
reduction in state registration fees.
Jeff SamsDirector, Head of Portfolio Services, Northland Securities, IncCasey Cotton
“Sycamore’s expertise in modernizing how firms manage advisor commissions and compliance
– all within the Salesforce platform – is helping our growing financial advisor community
increase efficiencies and adapt to business and industry changes, by digitally transforming their
processes across paper-intensive front and back offices.”
Casey CottonChief Technology Officer, Madison Avenue Securities, LLC
Jeff Sams
Sycamore effectively supports our diverse business operations and handles our need to
implement and manage highly complex commission schedules in one central location. It also
provides the transparency our reps and managers require, which resulted in a $18,000 cost
reduction in state registration fees.
Casey Cotton
“Sycamore’s expertise in modernizing how firms manage advisor commissions and compliance
– all within the Salesforce platform – is helping our growing financial advisor community
increase efficiencies and adapt to business and industry changes, by digitally transforming their
processes across paper-intensive front and back offices.”
Broker Dealer RIA Software
Modern. Integrated. Effective
It’s time your back-office software lives up to today’s technology-advanced business environment.
With Sycamore Company you can now manage all your primary business functions - commission
reporting, compliance review and client/advisor management – on one single platform.
Data Providers
