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Cambridge Funding Analysis has launched a brand new outsourced private chief monetary officer service for rich purchasers. With the brand new providing, Cambridge goals to attach its 3,800-plus unbiased monetary professionals and their purchasers with the monetary administration experience of a veteran CFO.
The rollout of the brand new providing comes a few 12 months after Cambridge launched its personal consumer options group. The group brings collectively assets and experience associated to funding administration, insurance coverage, cash-flow administration, tax planning, wealth safety and different main points within the high- and ultra-high-net-worth consumer segments.
By the enlargement, monetary professionals will be capable of select from a customizable menu of providers for his or her purchasers which incorporates month-to-month family bookkeeping providers, digital invoice funds, funds preparation and evaluation, and extra choices.
By outsourcing these duties to a seasoned CFO, monetary professionals ought to be capable of uncover helpful insights right into a consumer’s family financials and display their dedication to holistic planning, in response to the unbiased broker-dealer.
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