FinMate AI is proud to be an approved vendor for Cambridge Investment Research, Inc., empowering advisors with innovative tools to streamline workflows and enhance client engagement. Daniel (Seong Min) Yoo Jonathan Liu Sebastian Burtone
FinMate AI was recently approved as a vendor by Cambridge Investment Research, Inc. As a platform that offers financial planning tools focused on automating administrative tasks for advisors, Finmate's integration into Cambridge's ecosystem would empower advisors by streamlining workflows, enhancing note-taking efficiency, and improving client communication. This partnership aligns with Cambridge’s commitment to providing independent financial advisors with cutting-edge technology to optimize their practice management. Finmate’s features—such as automated follow-up emails, categorized notes, and CRM integration—are valuable tools for Cambridge advisors looking to reduce administrative burden and spend more time focusing on client relationships. The approval solidifies Finmate's position as a trusted, compliant vendor, offering SOC2 Type 2 certified and cyber-insured solutions. Being an approved vendor under a prestigious broker-dealer like Cambridge opens doors for Finmate to expand its user base and further innovate in the wealth management space. For Cambridge advisors, it offers a seamless way to adopt modern tools that help meet evolving client expectations. This approval also reinforces Cambridge’s dedication to fostering technological advancements that benefit their network of over 3,700 independent financial professionals.
