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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

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Redtail
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Morning Starr
formstack-pr
Form Stack
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Zoom
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Right Bridge
Net-Documents-pr
Net Doc
signx
Signix
broadridge-pr
Broadridge
hearsay-pr
Hearsay
BNY-pr
BNY
salesforce-pr
Sales Force
ring-centeral-PR
Ring
entrada-pr
Entrada
box-pr
Box
advizr-pr
Advizr
act-on-pr
act on
five9
Five9
own-backup-pr
Own
drop-box-pr
Dropbox
NIPR-pr
NIPR
webex
Webex
aws-pr
AWS
pardot-pr
Pardot
go-to-meeting-PR
Go To Meeting
orion-pr
Orion
constant-contact-pr
Constant Contact
quik-pr
Quik
mail-chip-pr
MailChimp
quickbooks-pr
Quickbooks
csi-pr
CSI
check-21-pr
Check 21
docusign-pr
Docusign
conga-pr
Conga
vonage-pr
Vonage
laserapp-pr
Lazer App
dstvision-pr
DST
finity-360-pr
Finity 360

We get Data from these Sources​

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Charles Schwab
Finra
Finra
Envest-pr
Envestnet
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Pershing
Fidelity-PR
Fidelity
Protective-PR
Protective
TD-PR
TD ameritrade
SWS-Pr
SWS
National-Financial-PR
National Financial
Stone-X-Pr
Stone X
Hill-Top-pr
Hilltop
Oppenhimer-Pr
Oppenheimer
axos-pr
Axos
RBC-pr
RBC
SEI-PR
SEI
national-Life-groupn-Pr
National Life
Dtcc-Pr
DTCC
BNY-pr
BNY
Raymond-James-pr
Raymond James
Fan-Mail-Pr
Fan Mail
First-Clearing-Pr
First Clearing

Value

Enrichment and enhanced platform experience

Quality

Seamless access to high-quality data and app providers

Efficiency

Integrations that extend workflow efficiency

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Contact Us

716.242.7161

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CapitalRock, the makers of RightBridge systems, develops data analytics and product selection technology for the financial services industry. In light of the current regulatory environment CapitalRock has enhanced its product selection and validation technologies, including the Annuity Wizard, Life Insurance Wizard, Investment Wizards, and the Product Profiler. The Suggestion Engine mines current customer data for additional opportunities. CapitalRock Solutions have been widely adopted across large banks, broker dealers and insurance companies. Key differentiators for RightBridge systems include the configurable scoring engine and ReasonText™ which explains and justifies recommendations. CapitalRock was founded in 2007 and its founders have over 25 years of experience developing fintech. The Sycamore - Rightbridge integration allows a user to send Client Account data to Rightbridge with the click of a button and keeps a record of the recommended product and report in Salesforce.
Laser App Software creates advisor friendly solutions that combine state‐of‐the‐art forms-filling technology with a massive library of industry related forms. Forms are maintained by Laser App so representatives can focus on their clients, rather than filling out paperwork. Founded in 1995 by financial advisor Ed Beggs, Laser App has pioneered forms-filling in the financial services industry.
We partner with the leading financial service data providers, financial consulting firms and integration applications.
CSI - delivers core processing, managed services, mobile and Internet solutions, payments processing, print and electronic distribution, and regulatory compliance solutions to financial institutions and corporate customers across the nation.
We partner with the leading financial service data providers, financial consulting firms and integration applications.
Entreda is the leading provider of comprehensive cybersecurity software, systems and training to the independent financial advice and healthcare industry. Entreda developed its award-winning Cyber Risk Number platform, Unify, to help regulated industries monitor and protect client information and assets with the highest standards of security. Entreda's senior leadership team has over 100 years of combined experience in cybersecurity technology and 40 years of combined experience in the financial services (RIAs and Broker Dealers) and Healthcare industries.
Quik! is an easy to use forms solution that integrates with your data to prefill and sign forms. Save time filling out forms by entering data once and having it automatically fill in all of your forms, email your forms to clients to work on, then e-sign or print to PDF. Make collecting data through forms easier for you, your staff, and, most importantly, your clients.
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona and Georgia.
Salesforce is the Customer Success Platform. Our social and mobile cloud technologies—including our flagship sales and CRM applications—help companies connect with customers, partners, and employees in entirely new ways.
QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data.
Advizr, based in New York, N.Y., is dedicated to creating software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, automated, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth.
NetDocuments is the trusted cloud platform that brings together best-in-class technology into one powerful solution for your document management, email management, collaboration, and governance needs
Mailchimp empowers small businesses to do big things by giving them innovative marketing tools that help them grow. Whether you want to get more people to download your app or keep loyal customers coming back, Mailchimp has all the features and integrations you need to become the brand you want to be.
Dropbox is a leading global collaboration platform that's transforming the way people and teams work together. With more than 500 million registered users across 180 countries, we’re on a mission to unleash the world’s creative energy by designing a more enlightened way of working. Dropbox is headquartered in San Francisco, CA, and has 12 offices around the world.
Whether you’re launching an email marketing campaign to engage customers, building an awesome website in minutes, uploading products to your online store, generating awareness on social media, or boosting sales with Google Ads, we have all the tools, features, and expert guidance you need to achieve the results you want, all in one place.
Conga is the world's leading application suite for businesses who are transforming their commercial operations on Salesforce, digitizing the documents and automating the processes around pricing, quoting, selling, servicing and contracting to accelerate revenue and create a better customer experience.​ As the provider of the #1 paid application on the Salesforce AppExchange, we have more than 15 years of experience increasing the value of Salesforce Clouds. We're a Salesforce Premier ISV Partner with industry recognized products and support. Conga provides time & cost saving solutions for more than 12,000 customers, across all industries, around the world.
All e-signatures are not created equal. It's important to choose the correct solution for your use case. Digital signatures contain a higher level of evidence and security than your average e-signature. Using the wrong platform could invalidate legally signed business contracts and documents. This digital evidence is vital for transactions to be legally sound today and tomorrow.
Whether you're looking for compute power, database storage, content delivery, or other functionality, AWS has the services to help you build sophisticated applications with increased flexibility, scalability and reliability
Box is the cloud content management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications. Founded in 2005, Box powers more than 85,000 businesses globally, including AstraZeneca, General Electric, P&G, and Gap. Box is headquartered in Redwood City, CA, with offices across the United States, Europe and Asia.
Vonage is redefining business communications, helping enterprises use fully-integrated unified communications, contact centre and programmable communications solutions via APIs. True to our roots as a technology disruptor, we've embraced technology to transform businesses to collaborate more productively and engage their customers more effectively across all communications channels.
Check21.com LLC provides merchants and banks with the gateway technology necessary to capture, verify and submit both ACH and X9.37 files (also known as, “Check 21 files”). Unlike all of its competitors, Check21.com does not aggregate check transactions. Instead, each customer of Check21.com is required to open its own individual bank account at the participating financial institutions. To facilitate payments, Check21.com offers merchants a wide array of solutions, including Virtual Check21, Physical Check Scanning, Mobile Capture and Check Verification options.
Automate and connect the entire agreement process with DocuSign. DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world’s #1 way to sign electronically on practically any device, from almost anywhere, at any time*. Today, more than 500,000 customers and hundreds of millions of users in over 180 countries use DocuSign to accelerate the process of doing business and to simplify people's lives. More than electronic signature.
As the world’s leading growth marketing company, we recognize that customers are more than just leads, and marketers need more than just automation. So, we built a platform to help them create better brand experiences and grow their business — in every industry around the world.
Pardot is an industry-leading provider of marketing automation solutions. Pardot's marketing suite has been well received by clients due to its rich feature set, ease of use, and flexibility.
DST Vision(TM) is designed to give independent advisors an easy-to-use, one-stop information source for customer positions held directly with fund families and variable annuity providers. With a single ID and password, advisors have access to account management tools including transaction processing capabilities, customizable client portfolios, and access to electronic statements. For more information, please visit www.dstvision.com.
Finity360™ is a comprehensive set of cloud-based, native Salesforce automation solutions that meets specific document management, data analytics and digital recovery needs of financial services companies. Highly scalable, customizable and 100% architected in the cloud, Finity360 unlocks the value of data, workflows and the Salesforce platform while addressing the ongoing challenges of data silos and legacy platforms by enabling firms to access one reliable source of data, documents and other assets to across downstream systems and functions. In addition, Finity360 provides Salesforce-as-a-Hub, which enables firms to work within their Salesforce environments without navigating away from the CRM.
Formstack is a workplace productivity solution built to transform the way people collect information and put it to work. With its powerful data collection and process automation capabilities, Formstack reduces data chaos and solves important business problems.
We partner with the leading financial service data providers, financial consulting firms and integration applications.
OwnBackup accelerates business growth through automatic and complete Salesforce data protection. Our platform provides a comprehensive Salesforce backup and recovery solution that minimizes user-inflicted data loss risk and costs, supports regulatory compliance, and builds business resiliency. With OwnBackup data protection, your organization can avoid unexpected detours along your digital transformation journey.
Five9 is the leading provider of cloud contact center solutions, bringing the power of the cloud to more than 2,000 customers worldwide and facilitating more than five billion call minutes annually. Five9 helps contact centers increase productivity and boost revenue with an adaptable, omnichannel solution that creates amazing customer experiences and ultimately, customer loyalty and trust.
RingCentral, Inc. is an award-winning global provider of cloud unified communications and collaboration solutions. More flexible and cost-effective than legacy on-premise systems, RingCentral solutions empower today’s mobile and distributed workforces to be connected anywhere and on any device through voice, video, team messaging, collaboration, SMS, conferencing, online meetings, contact center, and fax. RingCentral provides an open platform that integrates with today’s leading business apps while giving customers the flexibility to customize their own workflows. RingCentral has the confidence of over 350,000 organizations worldwide to provide them with innovative and secure ways to connect employees, boost workforce productivity, share knowledge, and strengthen customer relationships. RingCentral is headquartered in Belmont, California.
Free, cloud-based pre-built CTI integration into Salesforce. Cisco’s open platform and architecture enables customers to leverage their technology investments, and seamlessly manage, consolidate, and connect their contact center to the business applications they use every day.
GoToMeeting is a web-hosted service created and marketed by LogMeIn. It is an online meeting, desktop sharing, and video conferencing software package that enables the user to meet with other computer users, customers, clients or colleagues via the Internet in real time.
Zoom Video Communications, Inc. is an American communications technology company headquartered in San Jose, California. It provides videotelephony and online chat services through a cloud-based peer-to-peer software platform and is used for teleconferencing, telecommuting, distance education, and social relations.
NIPR is a not‐for‐profit technology company that provides cost‐effective, streamlined, and uniform licensing data and compliance services for insurance professionals. Together with the NAIC and the insurance industry, NIPR protects and serves insurance consumers.
Hearsay Systems offers the Hearsay Advisor Cloud for financial services, empowering advisors to efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business. Its prescriptive technology processes and prioritizes data from across digital channels and data systems, providing actionable suggestions for advisors on how they should engage with customers next. Built for the enterprise, Hearsay connects these advisor-client interactions and data to corporate CRM systems and digital marketing programs, and provides efficient compliance supervision and review workflows – all on a secure, enterprise-ready platform.
Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and analytics solutions that help transform their businesses.
We partner with the leading financial service data providers, financial consulting firms and integration applications.
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm’s technology solutions empower more than 1800 firms, have over $800 billion in AUA, and over 3 million accounts. For more, please visit www.orionadvisor.com or follow our news and insights via our blog.
We partner with the leading financial service data providers, financial consulting firms and integration applications.