Cambridge is in the process of integrating FolioDynamix for proposal generation, investment model management, trade order management and reporting solutions with overlay management.

FolioDynamix offers web-based technology solutions to broker-dealers, banks, custodians and service providers. In September of last year it partnered with Broadridge Financial Solutions’ Forefield business - a set of sales, education, and client communication tools aimed at helping financial advisors deliver better resources to their clients.

Cambridge Investment Research has over 2,200 independent registered representatives and $47.3 billion assets under management.