Partners

Our Partners

Financial Service Data Providers

Partners

We partner with the leading financial service data providers, financial consulting firms and integration applications.

Quality

Partners such as Albridge Solutions, Laser App and Black Diamond allow us to provide a high level of quality and service to our clients and sharholders through our knowledge, experience and technical expertise

Efficent

Our collaboration with these businesses not only allows for the convergence of large amounts of data, but also gives you the chance to efficiently manage your assets and business without having to invest all of your valuable time

At Sycamore Company, we partner with the leading financial service data providers, financial consulting firms and integration applications in order to offer the foundation for financial firms to influence a source of consistent data. In turn, this will allow us to drive various technology applications.

First and foremost, we are a Salesforce ISV application provider, where we build financial management software applications 100% native to the Salesforce platform that can be further customized to our clients needs.

In addition, Sycamore Company also partners with Albridge Solutions, Advance Force and Skyvva. These leading partnerships allow us to provide a high level of quality and service to our clients and shareholders through our knowledge, experience and technical expertise. Furthermore, our collaboration with these businesses not only allows for the convergence of large amounts of data, but also gives you the chance to efficiently manage your assets and business without having to invest all of your valuable time in data management.

Key Partners

Financial Planner management software
Software for financial planners
Financial Planner management software
Financial services management software

 

Integration

CapitalRock, the makers of RightBridge systems, develops data analytics and product selection technology for the financial services industry. In light of the current regulatory environment CapitalRock has enhanced its product selection and validation technologies, including the Annuity Wizard, Life Insurance Wizard, Investment Wizards, and the Product Profiler. The Suggestion Engine mines current customer data for additional opportunities. CapitalRock Solutions have been widely adopted across large banks, broker dealers and insurance companies.  Key differentiators for RightBridge systems include the configurable scoring engine and ReasonText™ which explains and justifies recommendations.  CapitalRock was founded in 2007 and its founders have over 25 years of experience developing fintech.

The Sycamore – Rightbridge integration allows a user to send Client Account data to Rightbridge with the click of a button and keeps a record of the recommended product and report in Salesforce.

Quik! is an easy to use forms solution that integrates with your data to prefill and sign forms. Save time filling out forms by entering data once and having it automatically fill in all of your forms, email your forms to clients to work on, then e-sign or print to PDF. Make collecting data through forms easier for you, your staff, and, most importantly, your clients. Learn more at: www.quikforms.com

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