ToolGrid

Helping advisors reclaim time, deliver better service, and grow on their terms.
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Technology and Tools for Advisor Success

Discover how our technology and tools can help you reclaim your time, deliver better service, and grow on your terms.

The Technology Strain Is Real

Most financial advisors didn’t get into this business to spend their days toggling between outdated systems, chasing data across platforms, or troubleshooting clunky workflows. And yet, for many, that’s exactly what it feels like.

Whether fee-based, commission-based, or somewhere in between, the technology advisors rely on each day can either power growth – or quietly hold the business back.

  • Are more hours spent on administrative work than with clients?
  • Are disconnected tools creating bottlenecks in the service model?
  • Is the current platform limiting how the business is run or how it could grow?

This tension is familiar across the industry – impacting advisors transitioning from wirehouses, banks, and less independent firms. Regardless of background or business model, many advisors are seeking greater efficiency, improved client service, and a scalable infrastructure to support long-term growth.

92% of advisors would switch firms because of poor technology and 44% already have.1

Advisors with modern tech are 50% more likely to see growth in new client assets and 33% more likely to receive referrals.2

54% of advisors cite integration challenges as a top barrier to adopting new technology.3

“You can either manage money or you can manage clients – but you can’t do both if you’re not a great big shop.”
- Kevin Chiu | Vice President, Elsass Financial Group4

That’s Where Cambridge Comes In

Cambridge’s technology suite is designed to solve the problems real advisors face, not just check boxes on a feature list.

The challenge that Cambridge’s technology aims to solve is operational burden. Our advisors can focus more on clients and less on technological complexity and integrations. Components of the suite include:

WealthPort

WealthPort® is a flexible managed account platform designed to support advisor-directed, team-directed, and strategist-directed models. It brings together proposal generation, model management, trading, performance reporting, and billing in one streamlined solution. WealthPort helps advisors maintain investment control while offloading time-consuming tasks.

CLIC

CLIC® is Cambridge’s digital ecosystem – an integrated, customizable suite designed to help advisors do business wherever, whenever, and however they choose. Built to streamline both practice management and client engagement, CLIC offers tools that adapt to each advisor’s workflow.

  • CLIC Advisor supports financial planning, analytics, client collaboration, and secure document storage – paired with leading platforms like eMoney, Redtail, Wealthbox, and Morningstar®
  • CLIC Client provides clients with a branded personal finance website that supports account aggregation, mobile access, and goals-based planning – enhancing transparency and trust
  • CLIC Dashboard delivers a customizable, role-based interface that gives advisors a clear view of their book of business, with tools to filter, group, and export key data

This connected suite helps advisors centralize information, simplify operations, and deliver a more modern and engaging client experience.

Multi-Clearing and Custodian Support

Cambridge offers multi-clearing relationships and the ability to work with a range of leading custodians, allowing advisors to align their tech stack, operations, and service models with the unique needs of their business – rather than adapting to the constraints of a single platform.

Clearing Firms

  • Fidelity Investments®
  • BNY Pershing

Custodians

  • Charles Schwab
  • Fidelity Investments
  • Pershing Advisory Solutions

AI Initiatives

At Cambridge, we embrace cutting-edge technology to help advisors stay ahead. With the growing capabilities of artificial intelligence (AI), there are expanding opportunities to integrate smart, flexible solutions into the advisor workflow. Cambridge is focused on leveraging AI to reduce friction, streamline routine processes, and support more informed, personalized client service all while keeping advisors firmly in control.

Zocks is one AI tool Cambridge utilizes, specifically designed for financial advisors. It streamlines your workflow by supporting pre-meeting preparation, capturing notes during meetings, identifying action items, and managing post-meeting follow-ups. Zocks integrates with your CRM to surface client-specific insights, helping you build stronger relationships.

Our solutions are designed to reduce complexity, improve efficiency, and empower advisors to focus on what matters most: delivering exceptional service and growing their businesses on their terms.

Built for the Way Advisors Work

One of the most common themes advisors share after working within Cambridge’s tech platforms:

“It frees us up … We don’t have to think about that stuff as much. We can really just focus on talking with our clients about the things that really matter.”
– Darrell Douglass | Senior Partner, Douglass Financial Services5

Whether the priority is scaling a fee-based business, streamlining operations, or improving day-to-day workflows, Cambridge delivers the automation and flexibility needed to support advisors at every stage of growth.

Technology That’s Practical, Not Overwhelming

Cambridge’s platform is designed for independent advisors who need a smart, connected foundation – not a stack of disjointed tools. Key capabilities include:

  • A unified digital workstation that integrates data across systems and applications
  • Flexible investment management options
  • Multi-clearing and custodian choice, helping advisors maintain control
  • AI-driven enhancements to support real-time insights and streamlined decision-making

This infrastructure allows advisors to reduce manual processes, improve service consistency, and spend more time delivering value to clients.

Considering a Move?

For advisors exploring a transition, a technology platform can either accelerate success or slow everything down. Asking the right questions is critical: Is your current technology helping deliver more value – or just taking more time?

Cambridge helps independent advisors operate with greater freedom, flexibility, and control so they can focus on what they do best.

Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.

1 Advisor360°. “Financial Advisors Will Switch Firms Over Subpar Technology: Advisor360° Survey.” BusinessWire,
https://www.businesswire.com/news/home/20240124875059/en/5586989/Financial-Advisors-Will-Switch-Firms-Over-Subpar-Technology-Advisor360%C2%B0-Survey

2 Advisor360°. “Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology.” BusinessWire,
https://www.businesswire.com/news/home/20221115005543/en/Advisor360%C2%B0-Survey-Financial-Advisors-Are-Losing-Business-Due-to-Subpar-Technology

3 Future Capital. “Bridging the Advice Gap: How Technology Empowers Wealth Advisors.” Future Capital,
https://www.futurecapital.com/blog/bridging-the-advice-gap-how-technology-empowers-wealth-advisors

4 Cambridge and Elsass Financial Group are not affiliated

5 Cambridge and Douglass Financial Services are not affiliated