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Resources

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Learn More about the Sycamore Platform

Full Platform Overview

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.

Sycamore Bridge for Albridge Utility

Automatically create and contain your entire client database in salesforce. 

Sycamore
Client Management

Let sycamores Client Management software help you focus on 6 key elements important to an advisor.

Marketing, Managing Clients, Mobility, Data Aggregation, Outlook integration, and maintaining a paperless office

Marco Galvan
Prospera Financial Services

In this interview series on “What We Learned by Going Remote,” Chip Kispert of Beacon Strategies interviews Marco Galvan, Director of IT and Platform at Prospera Financial Services, who explains how the need for flexibility and their use of the Sycamore platform – already established across advisors, their teams and the back-office – allowed the firm to tackle more work, more efficiently in a remote work environment.

Sean Wickersham
The Leaders Group

In this interview series on “What We Learned by Going Remote,” Chip Kispert of Beacon Strategies interviews Sean Wickersham of The Leaders Group on the importance of communication especially when dealing with reps, advisors and back-office staff all across the country – and how migrating the firm’s back-office systems to be totally cloud-based through Sycamore has benefited them in the new normal of remote work.

Sean Wickersham
The Leaders Group

Sean Wickersham of The Leaders Group continues his discussion with Chip Kispert of Beacon Strategies, on how important security is with cloud-based systems – especially as employees began working from home and how Sycamore’s integration with Entreda has helped to ensure a safer remote work environment.