Data Aggregation

Effortlessly Harness the Power of Your Data

Drive Greater Efficiency
Across Remote Workforces and Multiple Workflows

With the right data, your firm can more easily meet multiple compliance,
compensation and advisor management requirements.
Supports data feeds from leading aggregators, major clearing firms, custodians, insurance carriers, and FINRA
Uses Salesforce's Tableau CRM to explore enterprise data for trading compliance
Integrates with other enterprise systems via the Salesforce API

With Sycamore’s data aggregation capabilities

Financial advisors

can see their clients aggregated holdings

Compliance officers

can easily check on advisor licensing, trade blotter exceptions and client suitability

Commission teams

can import compensation data

Senior management

gains visibility into their entire organization

Here is just a sampling of our current data integrations: