SYCAMORE COMPANY
Updated 270 days ago
Sycamore delivers all the data and functionality firms need to manage their home office operations. Since 2008, we've helped independent/retail and institutional advisory firms recruit, manage and pay advisors, meet compliance and audit requirements, and keep advisors connected through efficient operational workflows - all within the Salesforce ecosystem - and increase firm-wide adoption of the platform...
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.