Solving the Data Management Challenge

Solving the Data Management Challenge | Blog | Sycamore Company

Three key data management challenges are threatening the ability for IBDs and wealth managers to grow, profit and retain the best reps. What are they, and what’s the solution?

Sycamore Company’s New NIPR Integration Increases Data Accuracies and Efficiencies while Reducing Risk for Firms Managing Insurance Licenses and Registrations

Sycamore’s integration with the National Insurance Producer Registry (NIPR) provides faster and more transparent advisor license and carrier information The integration expands Sycamore’s Advisor Manager capabilities by streamlining back-office and compliance checks while adding alert capabilities Albany, NY-based Purshe Kaplan Sterling Investments (“PKS”) uses the NIPR integration to save time, reduce risk, and increase account […]