End-to-End, Automated Data Aggregation that Delivers, Every Morning.
Break Free from the Data Challenge
Broker-Dealer home offices and advisors must be able to access and share clean, high-quality data when and where they need it to operate, analyze and conduct business activities, meet compliance requirements, and ensure timely payouts.
Sycamore Data Hub provides a cost-effective, end-to-end data aggregation service that adds speed and efficiency to your operations, compensation and compliance processes while ensuring high data quality and integrity.
We automate the entire data loading process – from file retrieval across all possible sources to loading and status reporting. Each morning, your operations, compliance, and advisor teams have the most current and accurate data possible to conduct their day’s work with precision and efficiency, while management gains instant access to the analysis and reports they need to drive decisions.
Save many hours per
day on processing and normalizing data
Reduce risk by preventing errors from
entering your operational processes
Access clean data each morning to
drive workflows and boost team
Drive Greater Efficiency Across Multiple Workflows
With the right, high-quality data delivered to you every morning, your firm can more easily meet multiple compliance, compensation,
surveillance, and advisor management requirements.
Supports data feeds from leading aggregators, major clearing firms, custodians, insurance carriers, and FINRA