insights

Insights

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.

Northwest Investment Advisors - Sycamore Case Study

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,…

Resources

Assets to teach you more about the Sycamore Platform

Blog

Solving the Data Management Challenge

Solving the Data Management Challenge

Three key data management challenges are threatening the ability for IBDs and wealth managers to grow, profit and retain the…
Advisor Compensation: Why IBDs Still Struggle to Pay Reps Accurately and On Time

Advisor Compensation: Why IBDs Still Struggle to Pay Reps Accurately and On Time

Compensation management is still a big back-office pain point for independent broker-dealers (IBDs). What is the source of this pain,…
It’s Time for Broker-Dealers to Upgrade Their Surveillance Technology

It’s Time for Broker-Dealers to Upgrade Their Surveillance Technology

Many broker-dealers continue to rely on old surveillance technology that makes it difficult to aggregate relevant data, configure alerts, and…