Iowa-based Cambridge Investment Research, a privately-owned broker-dealer, has chosen FolioDynamix’s wealth management technology platform to provide a range of services for its managed account offerings.

Cambridge is in the process of integrating FolioDynamix for proposal generation, investment model management, trade order management and reporting solutions with overlay management.

FolioDynamix offers web-based technology solutions to broker-dealers, banks, custodians and service providers. In September of last year it partnered with Broadridge Financial Solutions’ Forefield business - a set of sales, education, and client communication tools aimed at helping financial advisors deliver better resources to their clients.

Cambridge Investment Research has over 2,200 independent registered representatives and $47.3 billion assets under management.