Our Turnkey Asset Management Platform, CAAP® (Cambridge Asset Allocation Program)*, gives you all the tools to build and administer fee-based managed asset accounts by outsourcing due diligence and money management to world-class investment strategists.
Our Rep-Directed Asset Management Platform, CMAP™ (Cambridge Managed Account Platform), is the most flexible Rep/Advisor driven and controlled fee platform in the country.
3rd-party Money Managers give your clients an unsurpassed array of investment choices.
Performance Reporting Options provide your clients with customized views of their accounts and assets.
Ask us about our numerous Asset Management Choices.
*CAAP® is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers.