Sycamore Company
ABOUT
Sycamore Company is a modern back-office technology solution for broker-dealers and RIAs. Sycamore Company is revolutionizing and transforming broker dealer and RIA back-office software with a modern, fully integrated solution that's built on the Salesforce platform. Clients can now manage data, compensation processing/reporting, compliance review, surveillance and client/advisor management on one single platform – 100% on the cloud. By providing consultation, implementation and training to our clients we streamline the normally arduous process of selecting and implementing the proper software applications.
HANDOUTS
Sycamore Platform Brochure
SPECIALIZE IN
- Data Compliance
- Supervision & Surveillance
- Compensation
- Advisor Management
CONTACT INFORMATION
120 Pierce Ave.
Hamburg, NY, 14075
(716) 242-7161
SPONSOR OF
