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.
Is technology keeping you from what’s important?
Digital wealth at your fingertips. CLIC Advisor utilizes innovative partnerships with FinTech providers in a streamlined experience while supporting advisor choice. CLIC Client takes the next step in engaging investing clients with a collaborative mobile-ready environment.
Streamline running your business and managing your clients.
CLIC Core is the digital delivery of a full suite of integrated and customizable technology components that are continually being eanhanced to allow financial professionals to do business wherever, whenever, and however they choose.
A full suite of integrated and customizable technology components
- Clearing Services
- Client and Account Servicing
- WealthPort® for Managed Accounts
- Compliance Review
- Paperwork Status Monitor
- Office Services
- eSignature
- Financial Planning
- Compensation and Fee Billing
- Retirement Center
- Institutional Trading
- Hearsay – Compliant Texting
CLIC Client
Take the next step in engaging your clients with CLIC Client's collaborative mobile-ready environment.
Clic Client
Features of CLIC Client Including eMoney:
- Unlimited Secure Vault Storage
- Account Aggregation and Organizer
- Financial Goals Tracking
- Unlimited Document Storage
- Self-registration and Onboarding
- Spending and Budgeting
- Mobile Web Access for Clients
CLIC Advisor
Digital wealth at your fingertips. CLIC Advisor utilizes innovative partnerships with FinTech providers in a streamlined experience while supporting your choice.
- Unified User Experience
- Mobile Access
- Advanced Analytics
- Collaborative Client Engagement
- Leading FinTech Integration
- Comprehensive Financial Planning
- Unlimited Compliance-approved Vault Storage
- Client Education and Direct Marketing
CLIC Advisor Upgrade Options:
- Interactive Goals-based Planning
- Decision Center Cash Flow Planning
- Distribution Center Estate Planning
- Advanced Reporting
- Custom Presentations
- Media Library of 2,500+ articles
- Brand promotions, targeted content, marketing campaigns, engagement tracking
- Client onboarding materials, client conversion content
- Custom logo animation, social sharing widgets
CIRStatements
(Albridge Wealth Reporting)
This robust, consolidated performance reporting tool delivers information updated daily on all "above the line" assets (not just assets on one platform), and updated at various intervals on "below the line“ assets. It offers the ability to push holdings data into tools focused on financial planning, research, and CRM while providing reporting on client households as well as individuals.
Features include:
- Aggregation of outside-held assets
- Client view that is consolidated and accessible from financial advisor's website
- Consolidates client accounts for the financial advisor
- Custom reports on demand, automatically emailed or printed, and reflecting holdings, transactions, and performance
- Optional financial advisor-branded reports for clients
Featured
The Pillars of True Independence
Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.
Celebrating 40 Years Together – Something Wonderful
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.
Cambridge Stronger Podcast
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.