Advisor
Management
Hiring the best advisors is only half the battle of growing the business. To help you keep advisors efficient and satisfied, we provide automated tools that drive data transparency and paperless office environments,
Client
Management
Sycamore’s marketing and client management solution can make a big difference in your advisors’ ability to attract, engage and onboard new customers while keeping pace with the ongoing needs of current clients.
Compensation
Management
Generate unlimited advisor compensation or payout scenarios for multiple lines of business within your firm – including investment, advisory and insurance – while giving advisors real-time visibility into their historical and pending payouts.
Compliance
Management
Normalized data and automated workflows let you manage all interactions with advisors, prospects and clients – while keeping your information consolidated and organized.
Data
Management
With the right data, your firm can more easily meet multiple compliance, compensation and advisor management requirements.
Tableau
This platform uses Tableau CRM allowing users to drill down into key parts of the business with only a few clicks – and little or no training in data analysis.
Supervision
& AML
Sycamore connects advisors and their teams to the supervision and AML process through efficient online interactions and workflows.
Surveillance
Bring your trading and commission surveillance into the 21st century with configurable, flexible alerts and views combined with normalized data from multiple sources.
Learn more
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.
