You Control the Journey


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 advisors to do business wherever, whenever, and however they choose.

Streamline running your business and managing your clients.

CLIC Core

CLIC is the digital delivery of a full suite of integrated and customizable technology components that are continually being enhanced to allow advisors to do business wherever, whenever, and however they choose. CLIC Core Services include:


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


As a technology platform, CLIC is readily adaptable to:

Unique Advisor Business Models

Relevant Industry
Trends

Changing Regulatory Requirements

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

Unified User Experience


Mobile Access


Advanced Analytics 


Collaborative Client Engagement 


Leading FinTech Integration 


Bi-directional Data Sync


Unlimited Compliance-approved Vault Storage 


Client Education and Direct Marketing 


Are you Independent?

Our culture of true independence means you, the financial professional, control the journey. Your long-term success is defined by the value you deliver to your clients, and your enduring success is often driven by your business efforts being a clear reflection of your personal values.

Talk to a Business Development Director

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

CLIC Advisor Including Unique eMoney Options

Capabilities with Optional Advance Planning Upgrade

Capabilities with Optional Advisor Branded Marketing Upgrade 

  • Media Library of 2,500+ articles, emails, videos, infographics
  • Brand promotion, targeted content, marketing campaigns, engagement tracking 
  • Client onboarding materials, client conversion content
  • Custom logo animation, social sharing widgets 

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.

Take the next step in engaging your clients with CLIC Client's collaborative mobile-ready environment.

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


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 advisor’s website
  • Consolidates client accounts for the advisor
  • Custom reports on demand, automatically emailed or printed, and reflecting holdings, transactions, and performance
  • Optional advisor-branded reports for clients