Case Studies, News and Resources about the Sycamore Platform
Case Studies
Learn more about the positive impact our solutions have made on our clients’ businesses.
Newsroom
Sycamore Company Introduces Ultra-Fast, Automated Data Aggregation Service for Broker-Dealers and RIA Firms
Sycamore Data Hub dramatically increases firms’ data quality, speed and control to feed multiple operations and advisor workflowsSycamore normalizes and…
Sycamore Company’s New NIPR Integration Increases Data Accuracies and Efficiencies while Reducing Risk for Firms Managing Insurance Licenses and Registrations
Sycamore’s integration with the National Insurance Producer Registry (NIPR) provides faster and more transparent advisor license and carrier informationThe integration…
Sycamore Company Enhances Advisor Compensation Solution to Address Prevalent Back-Office Process and Data Challenges
The enhancements enable chief operating officers, compensation managers, and other executives to prevent common errors and manual effort through data,…
Blog
Chapter 3: Critical Differentiators to Look for in Next Generation Compliance Solutions
Obviously, not all new generation solutions offer the same breadth or sophistication of features. To deliver the full value for…
Chapter 2: What capabilities should you expect from a next generation compliance solution?
Since the advent of first generation of automated surveillance solutions, the foundational data architecture of enterprise wealth management organizations has…
Chapter I : What Business and Regulatory Trends Does A Next Generation Compliance Solution Need To Consider?
Game changing trends in both enterprise wealth management’s business model and regulatory regimen have been underway for the last few…