For far too long, broker-dealers and RIAs have accepted outdated, inefficient and disparate back-office technology platforms. The industry is long overdue for an upgrade. Through the power of Salesforce, Sycamore Company is revolutionizing and transforming broker-dealer and RIA back-office software with a modern, fully integrated solution. You can now manage your commission reporting, compliance review, client/advisor and FINRA/SEC-compliant document management on a single platform, 100% in the cloud. What makes us different? Fully Integrated − Instead of disparate platforms for different needs, Sycamore combines core functionality on one platform to meet all your back-office needs.

Data excellence − Today’s systems hold broker-dealers and RIAs back from unlocking true efficiency due to incomplete data and input errors. Sycamore delivers and integrates more substantial, high-quality data which translates into less user error and remediation time. Home office efficiency − A modern, automated back-office environment means no more manual data uploads. Sycamore’s solution is completely automated, saving you time and money. Power of Salesforce − Supported by the industry leading cloud platform, Sycamore Company has a proven track record of providing a fresh take on software that ensures technology longevity for broker-dealer and RIA home offices.