Technology
A flexible, intuitive workstation
CLIC: Integrated Account Servicing Platform
CLIC® is Cambridge's comprehensive online business environment, centered on the many varied business models independent financial advisors need regarding choice and flexibility. CLIC offers financial advisors a customizable suite of integrated technology that is continuously being enhanced. The platform allows users to conduct business wherever, whenever, and however they choose.
CLIC Advisor is an extension of Cambridge's digital workstation and enables:
Comprehensive financial planning
Integration with other third-party technologies
Shared vault storage
Advanced analytics
CLIC Client provides the tools your clients need to:
View financial goal progress
Create budgets and track spending
View investments real-time
Securely store essential financial documents
WealthPort: Customizable Asset Management Solutions
Designed by financial professionals and built by Cambridge, WealthPort is a flexible managed account solution. Use WealthPort to elevate your productivity and effectiveness so you can focus on providing value and retaining families for generations.
Management options that fit your unique business model:
Advisor-directed
Team-directed model management
Cambridge Asset Allocation Platform (CAAP®1) strategist-directed model management
Unified managed accounts
WealthPort makes it easy to:
Create simple, understandable illustrations for accumulation and distribution planning
Assign and manage models
Rebalance multiple accounts within minutes
1CAAP® is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers.
Products
Deliver holistic advice
Your clients have unique investing goals. Our flexible product footprint is one of the broadest in the industry and can help you meet their needs.
Practice Management
Take your business to the next level
Streamline operations, accelerate growth, and build practice equity with expertise from Cambridge’s Practice Management Team.
One-on-one Consultation
Take advantage of one-on-one consultative sessions with our subject matter experts from the following areas:
- Technology
- Practice management
- Business growth
- Branding
- Time management
- Digital strategy and social media
- Additional topics tailored to your needs
Real Practice Management (RPM)
Cambridge’s Real Practice Management (RPM) program combines one-on-one coaching with interactive quarterly group meetings so you can develop, implement, and achieve your goals with purpose.
Marketing
Stand out from the competition
When attracting clients, nothing makes a bigger impact than professional, uniquely designed websites, social media content, and communications.
The Cambridge Source Team, including expert designers, developers, and copywriters, can help you identify your value proposition, create messaging that makes it memorable, and get it in front of more people.
MarketCentral
Order customizable, pre-approved, ready-to-use marketing materials on MarketCentral®, Cambridge’s online marketing portal.
Select complimentary materials from our sponsor partners
Personalize professionally designed brochures, flyers, business cards, and more — then order physical prints or download and use electronically
Display your logo on an assortment of brand-name clothing items and branded gifts
Outsourcing
Simplify your workload
Time is your most precious resource. Cambridge Source, our in-house outsourcing solution, offers various services to help you get more time back in your day.
Succession and Acquisition
End-to-End Consulting
Whether you want to create a succession plan, grow your business through a merger or acquisition, or structure a buyout with an existing partner, Cambridge can guide you through the entire process.
Our Succession and Acquisition Solutions Team brings a wealth of experience to the table, saving you time and money and reducing the need for multiple points of contact.
We help simplify and manage your transaction with end-to-end consulting that includes:
Matchmaking and relationship-building
Business valuation
Succession and continuity planning
Customized document preparation
Affordable in-house financing with flexible options
Transition
Hands-on guidance from a dedicated team
Transitioning to a new broker-dealer or registered investment adviser is a big decision. But it doesn’t have to be a big hassle.
Building your book of business took years of hard work, and a smooth transition is critical to your continued success. Cambridge gives you the confidence you need to feel comfortable making a move and the freedom to choose the business model, investment products, and technology options that best serve you and your clients.
Dedicated Support System
Our business is to get you back to yours as quickly as possible. That’s why we have a team of experts who offer tailored guidance and a comprehensive suite of resources to ensure a quick transition to Cambridge.
A customized transition plan tailored to your book of business
A warm and knowledgeable point of contact available to you and your office
Training and guidance to help you and your staff quickly acclimate to our systems, processes, and paperwork requirements
Time-saving Technology
To maximize efficiency and client retention, you’ll have access to digital tools designed to reduce your transition time and workload, including:
Docupace or Laser App for digitizing paperwork and avoiding frustrating business disruptions
eSignature to make gathering
client signatures a breeze
Paperwork Status Monitor so you know everything is progressing on schedule
Hear About the Transition Experience With Cambridge From Our Advisors
Read Why Your Peers Chose Cambridge
It’s human nature for change to create a sense of uncertainty. We believe every financial advisor deserves an efficient, easy-to-follow transition guide. When you align with us, you’ll gain a team to walk alongside you during the transition process.
“My transition consultants went above and beyond for us to have a smooth transition every step of the way. We could not have done it without them. We are thrilled to be a part of Cambridge.”
- Woody W. | Joined Cambridge in 2022
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
Compliance
The common-sense approach
In the face of ever-changing industry rules, laws, and regulations, remaining compliant can feel overwhelming.
Keep those feelings at bay with the support of Cambridge’s consultative Compliance Department which strives to find, “common sense” compliance solutions to move your business forward.
Productive Conversations
When speaking with members of our Compliance Department, you can expect genuine and personalized conversations. We aim to support regulatory compliance while staying true to the firm’s core values—integrity, flexibility, commitment, and kindness.
Networking
Share ideas. Maximize your opportunities.
Cambridge financial advisors are encouraged to take advantage of opportunities to network with and get inspired by their peers.
Cambridge offers peer-to-peer coaching, online communities, in-person and virtual events, and more.
Turnkey office SPACE
Gain the freedom of independence with the convenience of turnkey office space
Each available office location below can provide you with the support you desire in a collaborative environment.
To learn more about what’s included at a specific office location and the perks of joining Cambridge as an independent financial advisor, contact the Business Development Team (TheFeeExperts@cir2.com) at 877-688-2369 for a confidential conversation.
*The stars on the map represent our home office locations.
1Cambridge and its predecessor broker-dealer.
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080
