Sycamore – Financial Services Home Office & Advisor Platform - Sycamore Company - AppExchange
Skip to NavigationSkip to Main Content
Log In Log In using your Salesforce account

Sycamore – Financial Services Home Office & Advisor Platform

By Sycamore Company
Sycamore – Financial Services Home Office & Advisor Platform
Sycamore Manages the Primary Business Functions of Broker Dealer and RIA Firms
We Help IBD/RIA Executives Overcome Back-Office and Business Operations Challenges
Effortlessly Harness the power of your Data
Manage Compliance & Make Exams/Audits a Breeze
Leverage Einstein Analytics to Detect & View Key Trends
Recruit, Onboard & Manage Top Advisors
Keep Your Advisors Connected, Delighted & Productive
Manage Advisor Compensation Across All Business Lines
Stay Compliant & Give Advisors Paperless Workflows
Gain More Value from Our Partners
Helping Madison Avenue Securities Digitally Transform Process
Helping Northland Securities Reduce Complexity, Increase Transparency & Save Money
Start Your Home/Back Office Transformation Today!

Starting at $80 USD per user per month Listed pricing is for home office users. Please contact us for per Advisor User pricing.

Rating

(20)

Latest Release

2/14/2011

CATEGORIES

Sales

Industry

Financial Services
Driving compliance, advisor and practice management efficiencies for broker

Sycamore Company delivers all the data and functionality independent retail and institutional advisory firms need to recruit, manage and pay reps, meet compliance and audit requirements, and keep advisors connected – all within the Salesforce ecosystem..

Starting at $80 USD per user per month Listed pricing is for home office users. Please contact us for per Advisor User pricing.