Cambridge Unveils Personalized CFO Services for FAs

Cambridge, a financial solutions company based in Fairfield, IA, is providing outsourced personal CFO services to its advisors.

The newly introduced product, developed in collaboration with Compass CFO Solution’s subsidiary, Hero CFO, is a component of Cambridge’s private client solutions platform. It is accessible to over 3,700 financial professionals nationwide.

Cambridge said it will facilitate the connection between financial professionals and their clients who are in search of advanced financial management, by providing access to the knowledge and skills of a seasoned CFO.

Advisors can select from a variety of client-service choices, such as monthly bookkeeping, electronic bill payments, budget preparation, and more, enabling them to “uncover critical insights into a client’s household financials and demonstrate their commitment to holistic planning.”

The platform also features offerings for high-net-worth clients, such as tax and estate planning, loan solutions, company owner services, cash-management methods, and more.

“By making personal CFO services easily accessible, we are revolutionizing the way financial professionals and their clients access concierge-level financial reporting,” said Tammy Robbins, Cambridge’s EVP and chief business development officer.