CIRStatements is Cambridge’s account consolidation and reporting service. Powered by Albridge, CIRStatements enables Rep/Advisors to give clients consolidated information within minutes. Rep/Advisors often view this as a significant competitive advantage in winning new clients. CIRStatements can also help:

• Increase sales through a deeper knowledge of client holdings
• Improve client service by providing the basis for communication beyond the purchase event improving ongoing client communication
• Save time and money by reducing the need for administrative office help
• Provide numerous robust reports needed for fee-based asset management
• Track assets at all levels and locations to insure full payment of trails
• Provide asset allocation across multiple accounts and registrations

CIRStatements automatically collects client account information from multiple fund, annuity, and clearing sources, making it a valuable reporting technology for virtually all of your clients.

Find out what CIRStatements can do for your clients.