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Trevor Richards

Associate Director
844.563.8040

CLIC

The digital delivery of a full suite of integrated and customizable technology components. CLIC® is centered on the many varied business models independent financial professionals need in terms of choice and flexibility.

CLIC Advisor 

Digital wealth at your fingertips. CLIC Advisor utilizes innovative partnerships with FinTech providers in a streamlined experience while supporting advisor choice.

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Centralized Technology. Seamless Connectivity.

1Fidelity Clearing & Custody Solutions® and National Financial Services LLC (together Fidelity®) are independent companies, unaffiliated with Cambridge. Fidelity is a service provider to Cambridge. There is no form of legal partnership, agency affiliation, or similar relationship between Cambridge and Fidelity, nor is such a relationship created or implied by the information herein. eMoney Advisor LLC is a Fidelity Investments Company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC. 876428.2.0