Modern back-office 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.

People

     CLIENT     MANAGER

Keep ALL of your client information at your finger tips. Sycamore Client Manager presents your client information in an easy to use, intuitive interface.

Money

COMPENSATION MANAGER

Finally a flexible and simple application designed to handle ALL of your compensation needs across multiple lines of business.

Check

    ADVISOR    MANAGER

Everything you need to manage your advisors anytime, anywhere. Business review, licencing, compliance, recruiting, and more.

People

COMPLIANCE MANAGER

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.

 

Data Providers

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