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Compensation management is still a big back-office pain point for independent broker-dealers (IBDs). What is the source of this pain, and what can be done about it?
Many broker-dealers continue to rely on old surveillance technology that makes it difficult to aggregate relevant data, configure alerts, and increase efficiency and accuracy. Is it time for an upgrade?
Data silos continue to be an omnipresent challenge, resulting from years’ worth of broker-dealers, RIAs and other firms acquiring more department-focused software to run their
Sycamore delivers all the data and functionality a retail or institutional advisor firm needs to recruit, manage and pay advisors, meet compliance and audit requirements, and keep advisors connected – all within the Salesforce ecosystem.