Cloud-based platform built on Salesforce includes solutions for data management, compliance, compensation management and more
Leading wealthtech firm The Sycamore Company(Sycamore) today announced that it has signed an agreement with Arete Wealth, a leading broker-dealer and registered investment advisory, to provide the firm with the Sycamore platform.
The powerful and integrated platform is built on Salesforce and will help Arete drive efficiencies and deliver better business outcomes through access to solutions for data management, compliance, compensation management, advisor management, and client management.
“As a trusted partner, Sycamore is committed to supporting the growth and success of Arete Wealth,” said Mike Overdorf, President and Founder of Sycamore. “Whether a dual registrant enterprise, an IBD or RIA, firms are increasingly in need of deep expertise and cutting-edge technology to effectively capture clean, high-quality data, unlock its potential, and thrive in today's ultra-competitive landscape.”
The cloud-based Sycamore platform drives greater efficiency across remote workforces and multiple workflows by ensuring the right data is acquired, normalized, and accessible to meet multiple compliance, operational, and advisor transparency and client-servicing requirements. Sycamore stands out for its commitment to maintaining the highest quality of data.
“The adoption of the Sycamore platform will strengthen Arete Wealth's ability to carry out its mission to provide remarkably sophisticated financial services and wealth management,” said Arete Chief Technology Officer Casey Cotton. “The platform arms us with a data-driven toolset that creates efficiencies and surfaces insights so we can provide the best possible experience for our financial professionals and their clients.”
About The Sycamore Company
For far too long, broker-dealers and RIAs have accepted outdated, inefficient, and disparate back-office technology platforms. The industry is long overdue for something better – much better. Sycamore is dedicated to helping firms increase efficiency, reduce risk, and improve their operations by meeting the promise of data excellence and automation in an integrated, cloud-based environment. For more information, visit sycamorecompany.com.
About Arete Wealth
Arete Wealth, Inc. is a sophisticated financial services and wealth management firm. Arete Wealth offers expertise across a wide array of services including investment banking, managing broker-dealer services, financial and estate planning, investment advice and asset management, insurance and annuities, and an art and wine consultancy. The firm delivers financial solutions via institutional, full-service, and direct-to-consumer digital investment channels. Arete Wealth's diversified offerings and unique access to alternative investments, venture capital, and private equity programs are incomparable in the industry. The firm's experienced financial professionals are highly ranked within the industry, serving clients that include high-net-worth individuals, institutions, other broker-dealers, independent registered investment advisors, family offices, and sponsors of investment offerings.
Founded in Chicago in 2007, Arete Wealth has over 60 offices across the country and is consistently ranked a top U.S. independent hybrid broker-dealer and registered investment advisory firm, based on growth and revenue. Find out why the firm is the right fit for refined investing at aretewealth.com.
Media ContactBrandon BlackwellHaven Towerbblackwell@haventower.com424-317-4868
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SOURCE The Sycamore Company
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