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 Meet FINRA Document Storage Requirements
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
Quik! Integrates with Sycamore
Quik! Integrates with Sycamore Partnership Brings Quik! Forms Automation Solution to Sycamore Company’s Back-Office Software TORRANCE, Calif. (November 7, 2019) – Quik! today announced a partnership
The Solution to Cost-Effective Compliance — No Matter What the DOL Decides
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
Laser App Event Round-Up Part II: Why We Don’t Use Flip Phones Anymore
Last week, we recapped our client’s presentation at the 2017 Laser App Financial Services Conference, where Prospera Financial Services discussed the benefits of partnering with
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about Sycamore
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.
