Sycamore Company Case Studies

Financial Management Software Application Successes

Masters Advisor

Learn about how this small advisor office overcame their challenges by integrating cloud applications, which has resulted in a streamlined approach to data management. The advisor managers within the firm are now equipped with the capability of providing the time that is required to meet and exceed their client’s needs.

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Kalos Financial

This mid-sized broker dealer business struggled with discovering a technology that would manage their commission transactions properly. Following their introduction to Sycamore Company, Kalos Financial was subsequently able to guarantee accuracy and compliance of their broker dealers through Sycamore’s comprehensive commission management software.

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Northwest Investment Advisors

In an effort for Northwest Investment Advisors to provide their team with client holdings and transactions, in addition to effectively submitting new business data, tools would need to be integrated for this niche service. Discover how the advisors are now able to leverage their capacity for broker dealer efficiency and seamless reporting.

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