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Advisor Manager

Business Needs

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www.sycamorecompany.com

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Solution introduction

Everything you need to manage your advisors anytime, anywhere. Business review, licencing, compliance, recruiting, and more.

Manage all data and interactions with your advisors and prospects on a secure platform built entirely on Salesforce.com.

  • Advisor management
  • Recruiting
  • Partner CRM platform
  • Management reporting / dashboards

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