Cambridge Adds New Adviser Support Tools

Cambridge Investment Research announced two new partnerships that bring expanded client service capabilities to the firm’s independent advisers.


The partnership with Castle Rock Innovations brings the Axis Retirement Analytics Platform to independent advisers working with Cambridge. The analytics platform is designed to help advisers with data aggregation and plan benchmarking efforts, according to the firms, and also provides a transparent method for advisers to deliver required plan disclosures to sponsor clients.

In addition to partnering with Castle Rock Innovations, Cambridge has partnered with Edu(k)ate, an adviser platform that “creates a social eco-system for retirement plans using gamification techniques.”

“Edu(k)ate is a unique offering since it allows our advisers to deliver targeted communication and education to participants on a more frequent basis than the typical annual education program,” explains Colleen Bell, an assistant vice president of corporate strategies for Cambridge. “The platform allows our advisers to manage and engage with retirement plan participants, deliver both core and custom educational content, and track their results and progress.”

More information on the new offerings and Cambridge advisers is available at