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 professionals need in terms of choice and flexibility. CLIC Core is the digital delivery of a full suite of integrated and customizable technology components that are continually being enhanced to allow financial professionals to do 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 important 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.
- Direct participation programs
- Limited partnerships
- Real estate investment trusts
- 1031 exchanges
- Business development companies
- Interval and tender funds
- Crypto-currency companies
- Special purpose acquisition companies
- Leverage and inverse ETFs
Cambridge offers a robust list of companies that you may work with directly for variable annuity purchases.
- Access robust search engines
- Enter purchase orders online
- Request bids
- Generate reports of potential bond purchases and bond ladders for portfolios
- Choice of four Master General Agents, but not required
- Comprehensive traditional insurance options
- 16,500+ Pershing funds from 500+ mutual fund companies
- 6,700+ NFS funds from 500+ fund families
- 16,500+ share class alternatives
- Access SIMON, an all-in-one, interactive technology platform
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 it comes to attracting clients, nothing makes a bigger impact than professionally-designed uniquely-crafted websites, social posts, and collateral.
The Cambridge Source Team, including expert designers, coders and copywriters, can help you identify your value proposition, create messaging that makes it memorable, and get it in front of more people.
Stand out in today’s crowded marketplace with a modern, mobile, and search engine-friendly website that clearly articulates your value proposition and generates leads. We offer:
Website design and development
Copy writing
SSL certificates (complimentary with all hosted sites)
Search engine submissions
Google Analytics
Attract prospects with compelling marketing tools that aid in the promotion of your practice. Creative services include:
Marketing consultations
Social media management
Content creation and editing
Graphic design
Digital ad campaigns
MarketCentral
Order customizable, pre-approved, ready-to-use marketing materials on MarketCentral®, Cambridge’s online marketing portal. Features include:
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
Succession and Acquisition
End-to-End Consulting
Whether you are looking 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, 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
Outsourcing
Simplify your workload
Time is your most precious resource. Cambridge Source, our in-house outsourcing solution, offers a range of services to help you get more time back in your day.
Offload many aspects of your office management with our suite of office support solutions:
Office assistants to help you with account management, paperwork generation, cashiering, and more
HR consultants find the right talent for your firm
Technology experts review your needs and recommend devices, protection, and data back up options
Cybersecurity to protect your technology systems from ongoing cybersecurity threats
We can help you promote your business, digitally and in print, with creative, high-impact marketing materials designed to help you stand apart from the competition.
Website design and development
Customized marketing collateral
After building a successful practice, it’s time to refine and advance:
Business consultants can help you analyze your practice and provide an objective evaluation of your business by identifying strengths, weaknesses, and areas for improvement
Financial virtues can help you understand your clients’ emotional biases regarding their financial decisions with a quick assessment
Unlock your team’s potential with our professional development programs. These resources and tools will help you and your staff increase knowledge and consistently deliver exceptional client service:
Financial associate training teaches the basics of our industry, Cambridge systems, and other essential administrative items
Financial advisor training helps new advisors hit the ground running
Work Style Dynamics assessments from Kolbe helps you learn more about your team’s unique workstyles
These services fit the unique needs of your firm. Qualified specialists from Cambridge will help you with your biggest challenges.
Independent RIA consulting can help you manage complex compliance requirements
Social media training to help your team become experts
Event planning services from consulting to on-site management
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 as well as 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. When you partner with our transition teams, you can expect:
A point of contact available to you via phone or email
A customized plan tailored to your book of business
Training and guidance that will help you and your staff acclimate to our systems, processes, and paperwork requirements
Time-saving Technology
To maximize efficiency and client retention, you’ll have access to industry-leading digital document management technology that reduces 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
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 who 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, with the goal of supporting 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.
Grow your network and achieve personal and professional goals via our mentoring program that matches you with other experienced Cambridge financial advisors who can help guide you on your journey.
Access a private online community for Cambridge financial advisors that makes it convenient to network, brainstorm ideas, ask questions, share recommendations, and exchange opinions on relevant topics impacting our industry.
Develop, implement, and achieve your goals while making lasting connections. RPM combines one-on-one coaching with in-person quarterly group meetings alongside your peers to enhance your skills.
Attend our in-person and virtual conferences, workshops, and events across the country that are focused on keeping you ahead of industry trends and offer the opportunity to socialize, share best practices, and build relationships. Learn more.
Join this inclusive group of financial advisors who focus on encouraging more women professionals to engage in the financial services industry. With a yearly in-person event, online community, and numerous virtual gatherings, the group inspires and empowers members to seize opportunities to thrive.