WealthPort

Position Your Business for the Future 

Experience a flexible managed account solution designed to meet the unique needs of your business model – no matter how you engage with your clients. WealthPort® offers both customization and efficiency, allowing you to focus on your role as an advisor. 

Advisor-directed Models


Team-directed Model Management


CAAP Strategist-directed Model Management 


Separately Managed Accounts 


Unified Managed Accounts 

WealthPort

Experience a flexible managed account solution designed to meet the unique needs of your business model – no matter how you engage with your clients. WealthPort® offers both customization and efficiency allowing you to focus on your role as an advisor. 

Relationship Management

Whatever your business needs, WealthPort has the level-fee solutions and technology to support you and your clients. 

Path to Trading Efficiency

Model Management
Block Trading
Single Order Entry 

Next Generation Managed Account Experience

WealthPort provides advisors with the ability to serve clients according to their unique business model while choosing from, and using, multiple management styles based on their investing client’s preference. WealthPort also features a suite of technology solutions to support these choices. 


*Clearing and custody includes: All trading and ticket charges, as well as some of the more common ancillary charges from the custodians, including the IRA maintenance fee. A full list of charges covered by the WealthPort Program Fee is available from a Business Director. 

The WealthPort Program Fee is charged on an account-by-account basis, however the following discounts may apply: Household WealthPort Program Fees across all of your WealthPort accounts so all accounts in one household benefit from the lower tiers applied on the total value of household assets; AUM discounts are now available based on assets under management under an advisor code in WealthPort. These discounts will directly benefit the client as a discount to their WealthPort Program fee. Please reach out to a Business Development Director for more details on how to qualify.


Cambridge WealthPort®

Cambridge WealthPort is designed by advisors and built with Cambridge’s customizable technology. 

Features
  • Proposal Generation
  • Model Management
  • Trading/Rebalancing
  • Fee Billing
  • Reporting
  • Research
More for clients with less work. 
  • Easy to use
  • Time saving
  • Cost effective
Freedom and flexibility
  • Serve your clients according to your unique business model
  • Choose from, and use, multiple management styles based on client preference

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