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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Cambridge Investment Research

 

Cambridge Investment Research, Inc. (CIR) is recognized as the industry pioneer who developed the fee-based advisory model. A privately-owned Broker/Dealer that supports traditional commission business, as well as the ever-growing demand from Rep/Advisors and their clients for fee-based solutions, Cambridge is committed to its strong culture of service, respect and flexibility.

We offer a 10% discount off our standard subscription price for CIR representatives. Please select CIR under Alliance when subscribing.