Cambridge is an independent broker-dealer that offers a hybrid model to RIAs. If a rep-advisor wants to provide both fee and commission services to their clients they may do so through Cambridge. Cambridge offers many choices among multiple trading platforms, investment programs, and customized fee schedules—far more than any ...Read More »
AppCrown is the market leader for delivering comprehensive wealth management solutions by integrating critical back office systems and 3rd party software into a global CRM platform, Salesforce.com.
Financial advisors often have a portfolio accounting system, a financial planning system, a custodian relationship (or many custodian relationships), and a CRM ...Read More »
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