Modern back-end technology solutions for broker dealers and RIAs.
Through the power of Salesforce, Sycamore Company is revolutionizing broker dealer and RIA back-
office software with a modern, fully integrated platform.
Keep ALL of your client information at your finger tips. Sycamore Client Manager presents your client information in an easy to use, intuitive interface.
Finally a flexible and simple application designed to handle ALL of your compensation needs across multiple lines of business.
Allowing you to automate your compliance functionalities. Saving time and increasing efficiency.
Modern. Integrated. Effective.
It’s time your back-office software lives up to today’s technology-advanced business environment.
With Sycamore Company you can now manage all your primary business functions – commission
reporting, compliance review and client/advisor management – on one single platform.