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.

Broker Dealer RIA Software
Broker Dealer RIA Software

COMPENSATION MANAGER

Finally a flexible and simple application designed to handle ALL of your compensation needs across multiple lines of business.

Broker Dealer RIA Software

    ADVISOR    MANAGER

Everything you need to manage your advisors anytime, anywhere. Business review, licencing, compliance, recruiting, and more.

Broker Dealer RIA Software

EINSTEIN

Sycamore is deploying Analytics to make your Data smarter. Discover important trends and behaviors in seconds.

People

COMPLIANCE MANAGER

Allowing you to automate your compliance functionalities. Saving time and increasing efficiency.

     CLIENT MANAGER

Keep ALL of your client information at your finger tips. Sycamore Client Manager presents your client information in an easy to use, intuitive interface.

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 Sams
Director, Head of Portfolio Services, Northland Securities, Inc

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.”

Casey Cotton
Chief Technology Officer, Madison Avenue Securities, LLC

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

Broker Dealer RIA Software
Broker Dealer RIA Software
Broker Dealer RIA Software
Broker Dealer RIA Software

See Full List of Data Providers

Support Login