As a CBSI advisor, you’ll use our exclusive eBiz PlatformTM which gives you the technology and tools you need to successfully reach clients and monitor and manage your business.

Benefits of using the eBiz Platform:
  • Saves time. Paperless end-to-end processes lets you complete your work as the client leaves, then focus on the next appointment.
  • Makes your job easier. Electronic technology allows you to work with your clients from any branch.
  • Simple to learn and use. CBSI’s face-to-face and virtual training, and sales consultations, help you use the platform at maximum efficiency.

Our technology enables you to give clients a consistent, leading investment experience. CBSI and our technology vendors invest nearly $350 million annually to maintain and enhance the platform, giving you the latest innovations.1

Contact us today!

855.686.0823 or

It’s time to work with a broker dealer partner who is invested… in YOU.

1$350 million annual investment in new and existing technologies in aggregate for CBSI and our technology vendors.


“Some of the core features that are helping us to become more efficient and successful are CBSI’s technology advancements… The less time we spend entering information, entering data, completing paperwork, etc. – that’s going to help us to be more successful all the way around.”

Charles H., CRPC, Financial Advisor