Sycamore Company Client Case Studies

    Client Case Studies

    We’re laser-focused on meeting
    the evolving needs of RIAs and
    independent broker-dealers.

    Learn more about the positive impact our solutions
    have made on our clients’ businesses.

    intervest---colorado-mountains

    Intervest International

    Intervest Increases Operations, Compliance and Advisor Efficiencies with Sycamore
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    • Streamlines advisor onboarding, compliance and supervision
    • Supports growth and onboarding of new agents and advisors
    • Improves data transparency and insights
    Madison Avenue Securities - Sycamore Case Study

    Madison Avenue Securities

    Madison Avenue Securities Digitally Transforms Advisor Onboarding, Compensation, Compliance and New Account Opening with Sycamore
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    • Paperless process for advisors and clients
    • Actionable data insights reduce risk
    • Full functionality plus new account opening
    Northland Securities - Sycamore Case Study

    Northland Securities

    Northland Securities Gains Efficiency, Transparency and Scalability of Complex Commissions Across Business Lines
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    • Meets sophisticated compensation needs
    • Increases efficiency and business continuity
    • $18,000 in cost savings
    Kalos Financial - Sycamore Case Study

    Kalos Financial

    Kalos Financial Saves Time, Reduces Risk and Increases Transparency with Sycamore’s Compensation Management
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    • Albridge integration
    • 100% commission accuracy
    • 24/7 access for reps
    Northwest Investment Advisors - Sycamore Case Study

    Northwest Investment Advisors

    Northwest Investment Advisors Reduces Compliance and Audit Risk with Sycamore’s Compliance Management
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    • Full trading compliance
    • Integrated data consolidation
    • Holistic views of client holdings and transactions
    Master's Advisors - Sycamore Case Study

    Master's Advisors

    Master’s Advisors Gives Client Experience and Team Efficiency a Boost with Sycamore’s Client Management
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    • Albridge integration
    • Improved team productivity
    • Increased data accuracy

    Learn more
    about Sycamore

    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.