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WMSI supplies online retirement platform for Cambridge Advisors


Wealth Management Systems (WMSI) is to supply a new digital retirement platform for Cambridge Investment Research, Inc.

The Cambridge Retirement Center will provide Cambridge's retirement-focused advisors the opportunity to offer fee­-based solutions as a fiduciary and offer education resources to plan participants.  
According to John J Geli, Vice President of DST Retirement Solutions, which acquired WMSI earlier this year, the Cambridge Retirement Center was designed to be engaging and easy to use while delivering access to valuable aggregated plan data and insights.
"We worked closely with our client to build a unique solution that would help advisors better support their customers' financial well-being and retirement readiness," says Geli. "The Cambridge Retirement Center represents a truly collaborative project that we expect will enhance the retirement planning experience."
WMSI offers a comprehensive suite of services and rollover solutions as part of DST Retirement Solutions. The Cambridge Retirement Center reflects combined resources, capabilities, and commitment to provide a full complement of important benefits to advisors, including: disclosure and data aggregation tools; access to a dashboard of client retirement plans; investment analytics, fund monitor reports, and fee benchmarking tools; targeted education messaging, and; support for fiduciary services for plan sponsors as well as education for participants and clients on the realities of financial wellness.
The Cambridge Retirement Center also includes a Retirement Center team that provides support throughout the advisor engagement, from the request for proposal through formal contract completion.
"We are excited to offer what will be a streamlined experience for advisors," says Dan Sullivan,  executive vice president at Cambridge. "With one­-touch access to multiple technology subsystems and industry-leading providers, I expect the Cambridge Retirement Center to be well received by advisors in the retirement space."

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