Technology
A flexible, intuitive workstation
CLIC: Integrated Account Servicing Platform
CLIC® is Cambridge's comprehensive online business environment, centered on the many varied business models independent financial advisors need regarding choice and flexibility. CLIC offers financial advisors a customizable suite of integrated technology that is continuously being enhanced. The platform allows users to conduct business wherever, whenever, and however they choose.
CLIC Advisor is an extension of Cambridge's digital workstation and enables:
Comprehensive financial planning
Integration with other third-party technologies
Shared vault storage
Advanced analytics
CLIC Client provides the tools your clients need to:
View financial goal progress
Create budgets and track spending
View investments real-time
Securely store essential financial documents
Managed Account Solutions
WealthPort
WealthPort
Designed by financial professionals and built by Cambridge, WealthPort® is a flexible managed account solution. Use WealthPort to elevate your productivity and effectiveness so you can focus on providing value and retaining families for generations.
Management options that fit your unique business model:
- Advisor-directed
- Team-directed model management
- Cambridge Asset Allocation Platform (CAAP®1) strategist-directed model management
- CAAP offers a wide variety of strategists and models for the financial advisor to consider depending on the investing client's values, needs, and goals. CAAP gives you more time with clients while supplying a sophisticated investment management solution.
- Unified managed accounts
WealthPort makes it easy to:
- Create simple, understandable illustrations for accumulation and distribution planning
- Assign and manage models
- Rebalance multiple accounts within minutes
1CAAP® is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers.
Products
Deliver holistic advice
Your clients have unique investing goals. Our flexible product footprint is one of the broadest in the industry and can help you meet their needs.
- Direct participation programs
- Limited partnerships
- Real estate investment trusts
- 1031 exchanges
- Business development companies
- Interval and tender funds
- Crypto-currency companies
- Special purpose acquisition companies
- Leverage and inverse ETFs
- Cambridge offers a robust list of companies you may work with directly for variable annuity purchases.
- Access robust search engines
- Enter purchase orders online
- Request bids
- Generate reports of potential bond purchases and bond ladders for portfolios
- Choice of five Master General Agents, but not required
- Comprehensive traditional insurance options
- 16,500+ Pershing funds from 500+ mutual fund companies
- 6,700+ NFS funds from 500+ fund families
- 16,500+ share class alternatives
- Access SIMON, an all-in-one, interactive technology platform
Practice Management
Take your business to the next level
Streamline operations, accelerate growth, and build practice equity with expertise from Cambridge’s Practice Management Team.
One-on-one Consultation
Take advantage of one-on-one consultative sessions with our subject matter experts from the following areas:
- Technology
- Practice management
- Business growth
- Branding
- Time management
- Digital strategy and social media
- Additional topics tailored to your needs
Real Practice Management (RPM)
Cambridge’s Real Practice Management (RPM) program combines one-on-one coaching with interactive quarterly group meetings so you can develop, implement, and achieve your goals with purpose.
Marketing
Stand out from the competition
When attracting clients, nothing makes a bigger impact than professional, uniquely designed websites, social media content, and communications.
The Cambridge Source Team, including expert designers, developers, and copywriters, can help you identify your value proposition, create messaging that makes it memorable, and get it in front of more people.
Stand out from the crowd with a custom website design built and maintained by Cambridge staff.
With multiple service tiers to suit the varied needs of today’s financial advisor, partner with Source to ensure your social media content is compliant, relevant, and engaging to your target audience.
Collaborate with our experienced copywriters and designers to create a monthly or quarterly touchpoint that your clients and prospects won’t soon forget.
MarketCentral
Order customizable, pre-approved, ready-to-use marketing materials on MarketCentral®, Cambridge’s online marketing portal.
Select complimentary materials from our sponsor partners
Personalize professionally designed brochures, flyers, business cards, and more — then order physical prints or download and use electronically
Display your logo on an assortment of brand-name clothing items and branded gifts
Outsourcing
Simplify your workload
Time is your most precious resource. Cambridge Source, our in-house outsourcing solution, offers various services to help you get more time back in your day.
You are an expert in your field, but hiring new staff can get the best of you. Use our Acquiring Staff suite to simplify the hiring process and focus on what matters most—your clients.
- HR consultants find the right talent for your firm
- Office assistants to help you with account management, paperwork generation, cashiering, and more
- The Next Step® Internship program to provide opportunities to the next generation
Unlock your team’s potential with our professional development programs. These resources and tools will help you and your staff increase knowledge and consistently deliver exceptional client service.
- Financial advisor training helps new advisors hit the ground running
- Financial associate training teaches the basics of our industry, Cambridge systems, and other essential administrative items
- Work Style Dynamics assessments from Kolbe help you learn more about your team’s unique workstyles
You’ve achieved success—now it’s time to ensure that your business is positioned for sustained growth. Take advantage of these services to promote and fine-tune your practice’s internal procedures and external presence.
- Business consulting engagements that provide objective evaluations of your business, including strengths, weaknesses, and areas for improvement
- Custom, modern, and mobile-friendly website development
- Marketing consultation and customized email newsletters to spread your message
- Social media profile management
You always want to ensure your business's protection. We have the technological support to cover your clients and business.
- Cybersecurity services to help control and protect your technology systems from ongoing threats
- Technology support, including email filtering, account management, cloud backups, and remote help desk services
Succession and Acquisition
End-to-End Consulting
Whether you want to create a succession plan, grow your business through a merger or acquisition, or structure a buyout with an existing partner, Cambridge can guide you through the entire process.
Our Succession and Acquisition Solutions Team brings a wealth of experience to the table, saving you time and money and reducing the need for multiple points of contact.
We help simplify and manage your transaction with end-to-end consulting that includes:
Matchmaking and relationship-building
Business valuation
Succession and continuity planning
Customized document preparation
Affordable in-house financing with flexible options
Transition
Hands-on guidance from a dedicated team
Transitioning to a new broker-dealer or registered investment adviser is a big decision. But it doesn’t have to be a big hassle.
Building your book of business took years of hard work, and a smooth transition is critical to your continued success. Cambridge gives you the confidence you need to feel comfortable making a move and the freedom to choose the business model, investment products, and technology options that best serve you and your clients.
Dedicated Support System
Our business is to get you back to yours as quickly as possible. That’s why we have a team of experts who offer tailored guidance and a comprehensive suite of resources to ensure a quick transition to Cambridge.
A customized transition plan tailored to your book of business
A warm and knowledgeable point of contact available to you and your office
Training and guidance to help you and your staff quickly acclimate to our systems, processes, and paperwork requirements
Time-saving Technology
To maximize efficiency and client retention, you’ll have access to digital tools designed to reduce your transition time and workload, including:
Docupace or Laser App for digitizing paperwork and avoiding frustrating business disruptions
eSignature to make gathering
client signatures a breeze
Paperwork Status Monitor so you know everything is progressing on schedule
Hear About the Transition Experience With Cambridge From Our Advisors
Read Why Your Peers Chose Cambridge
It’s human nature for change to create a sense of uncertainty. We believe every financial advisor deserves an efficient, easy-to-follow transition guide. When you align with us, you’ll gain a team to walk alongside you during the transition process.
“My transition consultants went above and beyond for us to have a smooth transition every step of the way. We could not have done it without them. We are thrilled to be a part of Cambridge.”
- Woody W. | Joined Cambridge in 2022
“Our clients have unique situations, the Transition Team really cared about those unique situations and they worked with us to prioritize the one offs that needed to be handled.”
- Mike C. | Joined Cambridge in 2022
“Considering all the moving pieces and paperwork involved in any transition, I do not believe that it could have gone any smoother. Perfect length of time in transition phase. Extremely courteous staff 100% of the time. I have nothing but praise for every single person on the Transition Team!”
- Beau H. | Joined Cambridge in 2022
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
Compliance
The common-sense approach
In the face of ever-changing industry rules, laws, and regulations, remaining compliant can feel overwhelming.
Keep those feelings at bay with the support of Cambridge’s consultative Compliance Department which strives to find, “common sense” compliance solutions to move your business forward.
Productive Conversations
When speaking with members of our Compliance Department, you can expect genuine and personalized conversations. We aim to support regulatory compliance while staying true to the firm’s core values—integrity, flexibility, commitment, and kindness.
Networking
Share ideas. Maximize your opportunities.
Cambridge financial advisors are encouraged to take advantage of opportunities to network with and get inspired by their peers.
Cambridge offers peer-to-peer coaching, online communities, in-person and virtual events, and more.
Grow your network and achieve personal and professional goals via our mentoring program that matches you with other experienced Cambridge financial advisors who can help guide you on your journey.
Access a private online community for Cambridge financial advisors that makes it convenient to network, brainstorm ideas, ask questions, share recommendations, and exchange opinions on relevant topics impacting our industry.
Develop, implement, and achieve your goals while making lasting connections. RPM combines one-on-one coaching with in-person quarterly group meetings alongside your peers to enhance your skills.
Attend our in-person and virtual conferences, workshops, and events across the country to stay ahead of industry trends, socialize, share best practices, and build relationships. Learn more.
Join this inclusive group of financial advisors who focus on encouraging more women professionals to engage in the financial services industry. With a yearly in-person event, online community, and numerous virtual gatherings, the group inspires and empowers members to seize opportunities to thrive. Learn more
Turnkey office SPACE
Gain the freedom of independence with the convenience of turnkey office space
Each available office location below can provide you with the support you desire in a collaborative environment.
To learn more about what’s included at a specific office location and the perks of joining Cambridge as an independent financial advisor, contact the Business Development Team (TheFeeExperts@cir2.com) at 877-688-2369 for a confidential conversation.
*The stars on the map represent our home office locations.
We have space available in select offices throughout the United States, including:
- Alabama: Auburn
- Colorado: Pueblo
- Connecticut: Madison
- Delaware: Dover, Hockessin
- Florida: Fort Myers, Jacksonville, Largo, Ponte Vedra
- Georgia: Atlanta
- Illinois: Des Plaines, Greenville, Oak Brook, Quincy
- Kansas: Salina
- Louisiana: Metairie
- Massachusetts: Millbury, Norwell
- Michigan: Flint, Holland, Kalamazoo, Richmond, Rochester
- Mississippi: Ridgeland
- Nebraska: Hastings
- New York: Williamsville
- North Carolina: Cornelius, Durham, Raleigh
- Ohio: Beachwood, Centerville, Columbus, Kettering, North Olmsted, Valley View, West Chester
- Oklahoma: Tulsa
- Oregon: Salem
- Pennsylvania: Camp Hill, Newtown, York
- Rhode Island: East Providence, Worcester
- South Carolina: Spartanburg
- Texas: Waco
- Virginia: Richmond, Springfield
1Cambridge and its predecessor broker-dealer.
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080
