“There's a lot of resources put around the CAAP^®1 platform and WealthPort^® in general between our teams, to make sure that we're setting that easy button on anybody's desk.” — Nick Blomme

From WealthPort to CAAP, Cambridge is your trusted partner in helping financial professionals serve the unique needs of their business model. Now is your chance to experience a flexible managed account solution through WealthPort or leverage CAAP to enhance the value of your business. Tune into episode 123 of Let’s Talk as co-host, Jeff Wick, Vice President of Client Solutions, is joined by Nick Blomme, Vice President of Strategic Planning and Innovation. Nick shares updates and changes surrounding both CAAP and WealthPort, and how each program can be best leveraged. He also highlights how some of the integrations Cambridge is making behind the scenes are paving the way to make Plan and Propose more seamless, giving the ability to provide a quick delivery for financial professionals.

Join Jeff and Nick to learn more about:

• Updates coming to Cambridge’s CAAP and WealthPort programs 
• Best practices for selecting a CAAP Strategist
• Cambridge’s CAAP Advisory Council

Tune in to hear more!

¹CAAP^® is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers.