New Online Retirement Platform From Wealth Management Systems Deepens Plan Participant Solutions For Cambridge Advisors

Nov 12, 2015, 08:00 ET from Wealth Management Systems, Inc.

NEW YORK, Nov. 12, 2015 /PRNewswire/ -- Wealth Management Systems, Inc. (WMSI), a DST company providing rollover technology, communications, and practice management solutions to the financial services industry, today announced its role as a service provider for the retirement platform for Cambridge Investment Research, Inc.

The digital retirement platform called 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, 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," said Geli. "The Cambridge Retirement Center represents a truly collaborative project that we expect will enhance the retirement planning experience."

WMSI, following its acquisition by DST earlier this year, 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," said 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."

Employing advanced technology in combination with customer data, education, and marketing, WMSI offers a range of fully-integrated, end-to-end servicing solutions. Clients range from Fortune 500 companies to small businesses in the financial services and employee benefit arenas.

About Wealth Management Systems
Wealth Management Systems Inc. is the leading provider of technology-based rollover services within the financial services industry. A wholly-owned subsidiary of DST Systems, WMSI provides comprehensive, web-based college and retirement planning tools, advisor solutions, and financial communications and education for financial services firms. WMSI is dedicated to helping service providers, plan sponsors, and advisors support employees in maximizing their workplace benefits to achieve financial well-being and retirement readiness. For more information, please visit

About DST
DST Systems, Inc. is a leading provider of sophisticated information processing and servicing solutions to companies around the world. Through its global enterprise, DST delivers strategically unified transactions and business processing, data management, and customer communications solutions to the asset management, brokerage, retirement, and healthcare markets. Headquartered in Kansas City, MO, DST is a publicly-traded company on the New York Stock Exchange. For more information, visit

About Cambridge
Cambridge Investment Research, Inc., member FINRA/SIPC, is among the largest privately owned independent broker-dealers in the country. Over 30 years ago, the firm led the industry with the development of hybrid service models to support freedom of choice as well as open architecture fee and commission platforms. Today Cambridge supports approximately 2,700 independent financial professionals nationwide who serve their clients as registered representatives and investment adviser representatives, choosing to use either Cambridge's firm Registered Investment Advisor or their own.


SOURCE Wealth Management Systems, Inc.