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 information The integration expands Sycamore’s Advisor Manager
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, analytics and automated steps that also improve connectivity with advisors and multiple operations workflows.
Sycamore Company Launches Cloud-Based Surveillance Technology Solution for Independent Broker-Dealers and RIAs
Sycamore has launched an advisor and trade surveillance solution to help broker-dealer and advisory firms mitigate the reputational, regulatory and operational risk of trading and commissions.
Arcus Partners and Sycamore Company Help Broker-Dealers and RIAsMeet FINRA Document Storage Requirements While Creating Path to Smart Contracts • Sycamore and Arcus Partners’ Finity360
The Department of Labor (DOL) and the current administration are in a high stakes game of tug-of-war over the specifics of the fiduciary rule, leaving
Sycamore delivers all the data and functionality a retail or institutional advisor firm needs to recruit, manage and pay advisors, meet compliance and audit requirements, and keep advisors connected – all within the Salesforce ecosystem.