The Sycamore Bridge for Albridge Utility

Automatically creates and maintains your entire client database in Salesforce

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

Financial Account