We have invested millions over the years in our Open Technology (OpenTECH™)—not just to keep up with the competition or to improve efficiency (which OpenTECH does). We did it mainly to create systems and platforms that enable you to build and manage your business the way you want.Not every technology tool is right for every practice. Cambridge’s view is that Rep/Advisors should not have to pay for technologies they don’t need. Rep/Advisors are not locked into our technology—we’re open to any technology ideas that make sense to you and your clients. Are you interested in a CRM system? We consult with you regarding a vendor who best meets your needs. Want to use Pershing or NFS for clearing? We’re already set up for you. Whatever technology makes sense, that’s the technology we will try to support. |