Solutions Made Easy
We partner with the leading financial services data providers, consulting firms and application providers in order to source consistent data, extend the efficiency of workflows, and enrich firms’ use of the Sycamore platform. As a Salesforce ISV application provider, our solutions are 100% native to the Salesforce platform, allowing for quick and inexpensive customization to our clients’ needs.
Fields imported From Albridge
Client and Advisor
- Social Security Number
- Last Name
- First Name
- Middle Name
- Name Prefix
- Name Suffix
- Birth Date
- Email Address
- Business Phone
- Home Phone
- Other Phone
- Fax
- Street Address
- City
- State
- Zip Code
- Country
- Advisor
Financial Account
- Social Security Number
- Financial Institution ID
- Name
- Investment Objective
- Type
- Title
- Institution Type
- Tax Status
- Total Value
- Total Holdings
Holding
- Symbol
- CUSIP
- Asset Type
- Sec Name
- Sec Type
- Date
- Quantity
- Quantity Date
- Price
- Price Date
- Value
- Yield
Asset
- Symbol
- CUSIP
- Asset Type
- Asset Class
- Sec Name
- Sec Type
- Last Price
