Solution introduction
Keep ALL of your client information at your finger tips. Sycamore Client Manager presents your client information in an easy to use, intuitive interface.
Salesforce made simple.
The right cloud-based marketing and client management app could make a difference for your business. The Sycamore Company application, built entirely on Salesforce.com, focuses on 6 key areas important to a financial advisor.
- Marketing
- Data aggregation
- Managing clients
- Outlook / Google integration
- Mobility
- Paperless office
