
Our Partners
Financial Service Data Partners

Leverage the Power of Our Value-Added Partners
We partner with the leading financial services data providers, consulting firms and application providers in order to source consistent data, extend the efficiency of workflows, and enrich firms’ use of the Sycamore platform. As a Salesforce ISV application provider, our solutions are 100% native to the Salesforce platform, allowing for quick and inexpensive customization to our clients’ needs.
We Integrate with these Vendors
We get Data from these Sources

Axos

Fan Mail

RBC

Stone X

TD ameritrade

National Life

Pershing

Oppenheimer

Charles Schwab

Raymond James

DTCC

National Financial

Envestnet

First Clearing

Protective

Hilltop

SEI

Finra

SWS
