Data

Data Aggregation

Offering Premium Financial Advisor Management Software

We understand that a Broker Dealer / RIA requires data of many different types from multiple sources. Consequently our Data Aggregation and Integration functionality has been designed to be flexible with the ability to scale. As a result your financial advisors will be able to see their clients aggregated holdings, your compliance officers will be able to easily check on advisor licencing, trade blotter exceptions and client suitability, your commission team will greatly benefit from the electronic import of compensation data, and ultimately your senior management team will have visibility into their entire organization

Sycamore Company supports data feeds from industry leading data aggregators like Albridge, Black Diamond, DST Fanmail, DAZL, DTCC and By All Accounts. We also can take custom data feeds directly from clearing firms like Pershing and National Financial, product sponsors, custodians, insurance carriers, as well as FINRA. In short, if you can get us the data electronically, we can get it into Sycamore.

Data Sources

Advisor Exchange
DST
Fiserv
Pershing
Sterne Agee
COR (Legent)
Charles Schwab
DTCC
Mesirow Financial
Vest
TD Ameritrade
CSC
First Clearing
National Financial
Raymond James
Wedbush
DAZL
First Southwest
Person
RBCDain
Hilltop Securities (Southwest)

Data Providers

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