The Sycamore Company: Driving Compliance, Advisor and Practice Management Efficiencies for Broker Dealers
The Sycamore Company has been established as a Salesforce OEM, ISV, and Consulting Partner for over 12 years. The company has been instrumental in solving the operational and compliance challenges of broker-dealer and RIA home offices out-of-the-box, providing simple and quick installation, configuration, and use.
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, is integrating with The Sycamore Company (“Sycamore”) to put efficient alternative investing
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 workflows Sycamore normalizes and delivers millions of records
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.
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.