Native Salesforce Financial Services Home Office & Advisor Platform
Manage All Your Primary Business Functions
It’s time your back-office software lived up to today’s technology-advanced business environment.
Driven by the constant data demands of managing advisor compensation and compliance requirements, Sycamore brings together data aggregation and rich functionality onto one cloud-based platform to process compensation and perform compliance checks, while solving the omnipresent challenge of data silos.
Sycamore solves the operational and compliance challenges of broker-dealer and RIA home offices out of the box, providing simple
and quick installation, configuration and use within the native-Salesforce ecosystem.
Our end-to-end, native-Salesforce platform collects data from the right sources, normalizes it in a single database, and makes it
accessible to multiple applications and reporting while ensuring the highest level of security.
Sycamore’s platform is fully compliant with FINRA Reg BI and is cloud-based, aligning with firms’ need to support remote workforces
indefinitely without having to change how firms process or approve submissions and other communications throughout the firm.