The Sycamore Company: Driving Compliance, Advisor and Practice Management Efficiencies for Broker Dealers

The Sycamore Company has been established as a Salesforce OEM, ISV, and Consulting Partner for over 12 years. The company has been instrumental in solving the operational and compliance challenges of broker-dealer and RIA home offices out-of-the-box, providing simple and quick installation, configuration, and use.

Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, is integrating with The Sycamore Company (“Sycamore”) to put efficient alternative investing