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,
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.
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.
Normalized data and automated workflows let you manage all interactions with advisors, prospects and clients – while keeping your information consolidated and organized.
With the right data, your firm can more easily meet multiple compliance, compensation and advisor management requirements.
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.
Sycamore connects advisors and their teams to the supervision and AML process through efficient online interactions and workflows.
Bring your trading and commission surveillance into the 21st century with configurable, flexible alerts and views combined with normalized data from multiple sources.
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.