Blog - Sycamore Company

  • Arcus Partners and Sycamore Company Help Meet FINRA Document Storage Requirements

    Arcus Partners and Sycamore Company Help Broker-Dealers and RIAs Meet FINRA Document Storage Requirements While Creating Path to Smart Contracts • Sycamore and Arcus Partners’ Finity360 leverage the power of Salesforce and AWS to modernize firms’ back-office and document management processes • Finity360 integration with the Sycamore platform provides industry-compliant document storage, improved client experiences, and path to blockchain December 4, 2019 – New...
  • Quik! Integrates with Sycamore

    Quik! Integrates with Sycamore Partnership Brings Quik! Forms Automation Solution to Sycamore Company’s Back-Office Software TORRANCE, Calif. (November 7, 2019) – Quik! today announced a partnership with Sycamore Company delivers access to Quik!’s automated forms solution right from the Sycamore ecosystem. The integration reduces the inefficiencies and errors of manual forms and increases productivity. Sycamore users are able to complete paperwork at the click...
  • The Solution to Cost-Effective Compliance — No Matter What the DOL Decides

    The Department of Labor (DOL) and the current administration are in a high stakes game of tug-of-war over the specifics of the fiduciary rule, leaving broker-dealers and RIAs in a prolonged state of limbo. The first phase of the rule went into effect June 9, 2017, but timing around when the second and final phase will be rolled out is yet to be determined....
  • Laser App Event Round-Up Part II: Why We Don’t Use Flip Phones Anymore

    Last week, we recapped our client’s presentation at the 2017 Laser App Financial Services Conference, where Prospera Financial Services discussed the benefits of partnering with Sycamore Company. In this week’s blog, we recap our own experience where our Business Development Consultant, Mary Blackburn, had the opportunity to more fully explain the benefits of Sycamore’s platform. To start, what is Sycamore Company? In short, we...
  • 2017 Laser App Financial Services Conference: Event Round-Up Part I: Prospera Review

    We recently had the opportunity to join our client, Prospera Financial Services, at the 2017 Laser App Financial Services Conference earlier this year. Marco Galvan, IT Manager with Prospera, took to the stage to talk about their experience utilizing our platform. Case in Point Prospera Financial Services is an independent broker dealer firm that supports financial advisors across the country. Last year, they were...
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