Solutions.jpg

Our Solutions

Solutions.png

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
Aggregation

With the right data, your firm can more easily meet multiple compliance, compensation and advisor management requirements.

Einstein Data
Analytics

This platform allows users to drill down into key parts of the business with only a few clicks – and little or no training in data analysis.

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.