Time-Saving Technology

Discover innovation designed to help you manage client relationships and deliver a seamless experience. Gain access to a full suite of intuitive and customizable technology components with mobile access, enabling financial professionals to do business wherever, whenever, and however they choose. 

Features include:

• Comprehensive CRM
• Multiple clearing services
• Streamlined compliance review
• Simplified compensation and fee billing
• Mobile account access for financial professionals and their clients

Vast Investment Choices

We offer one of the broadest product footprints in the industry, enabling you to deliver the objectivity your clients deserve. Our Due Diligence Product Services Team serves as a liaison between Cambridge and hundreds of product companies. 

These relationships provide you access to an array of products, including: 

• Mutual funds
• Exchange-traded funds
• Stocks
• Fixed income
• Alternatives
• Variable and fixed indexed annuities
• Life, disability, and long-term care insurance

Flexible Business Models

We don’t expect you to fit a mold. Whether you receive fees for your advice, a product-based commission, or a mix of both, you have complete control in deciding which path is right for you and your clients. 

Choose the model that suits your business:

• Solo financial professional
• Ensemble
• Ensemble enterprise
• Multi-professional team
• Enterprise 

Personalized Transition Plans

Your business doesn’t stop during a transition. We know how critical a smooth transition is in maintaining client satisfaction, so we provide the comprehensive support you need to efficiently move your book to Cambridge.

You’ll be paired with a dedicated Transition Consultant who will get to know you and your business personally and create a transition plan that ensures your business’s operations remain online during your transition.