
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

Charles Schwab

Finra

Envestnet

Pershing

Fidelity

Protective

TD ameritrade

SWS

National Financial

Stone X

Hilltop

Oppenheimer

Axos

RBC

SEI

National Life

DTCC

Raymond James

Fan Mail
