Innovative assessment tool for Cambridge’s thousands of financial professionals generates actionable and personalized reports with behavioral finance insights

FAIRFIELD, IA and CHARLOTTE, NC – August 4, 2021 – Cambridge, a leading financial solutions firm, and Atlas Point, an innovate technology solutions firm offering services for financial professionals, announced a partnership to provide Financial Virtues™ to Cambridge financial professionals. Financial Virtues is a survey tool that financial professionals can leverage to better personalize their client interactions by evaluating each of their client’s unique behavioral biases. Cambridge is the first financial solutions firm to enter into an enterprise agreement with Atlas Point, making this resource available to their more than 3,800 financial professionals.

With a Financial Virtues assessment, Cambridge financial professionals gain access to their client’s strengths, biases, and stress behaviors, which can contribute to their unique approach to investing. The Financial Virtues assessment can be sent to each client and office staff, and completed in five minutes with a customized report immediately generated.

This offering is now available to Cambridge financial professionals as a technology solution under the Cambridge Source umbrella of services. Cambridge Source provides financial professionals with the ability to leverage the unique strengths and capabilities of the firm by delegating select responsibilities to Cambridge, allowing them to spend more time with clients and prospects to grow their practice.

About Cambridge

Cambridge Investment Group, Inc. is a financial solutions firm focused on serving independent financial professionals and their investing clients. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Cambridge continues to be a multi-year honoree as a top workplace¹ and broker-dealer² of the year.

About Atlas Point

Atlas Point, LLC is a technology solutions firm that combines data-powered tools with actionable insights to support holistic and personalized financial conversations. Atlas Point’s innovative frameworks and resources guide Financial Advisors as they facilitate meaningful conversations with clients and prospects alike. The methodology makes complex academic theory practical and easy to apply, and empowers Advisors to incorporate behavioral science concepts throughout the client life cycle. Atlas Point continues to develop and refine product offerings based on the latest research and feedback from industry professionals.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080; or Carrie Nelson, Atlas Point: carrie.nelson@theatlaspoint.com

¹The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.

²Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly owned subsidiaries of Cambridge Investment Group, Inc.