CRM

Sycamore

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.

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Orion Advisor Tech

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success.

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Nexj Systems

NexJ Systems is the pioneer of Intelligent Customer Management. Our award-winning CRM is designed to help Wealth Management, Private Banking, Corporate and Commercial Banking, and Insurance firms revolutionize their business. Powered by artificial intelligence, our products help drive productivity, boost client engagement, and increase revenue.

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