Technology Solutions

We deliver a digital business environment with flexibility and mobile access designed to do business wherever, whenever, and however you choose.

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CLIC Advisor

Simplicity without forfeiting flexibility.

Efficiency without sacrificing sophistication.

CLIC® is Cambridge’s comprehensive online business environment for advisors – CLIC Advisor delivers digital wealth at your fingertips while utilizing innovative partnerships with FinTech providers in a streamlined experience while supporting advisor choice.

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Positioning 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. 

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Retirement Center

Tools, Technology, Plan Management Marketing, and Education.

The Retirement Center is designed to help financial professionals position their businesses to serve their investing clients in all phases of retirement planning. 

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Cambridge Nation

Cambridge Nation is a private online community for Cambridge financial professionals to share, recommend, brainstorm, and connect with advisor peers – anytime, anywhere. Topics often include office technology, investing trends, case study examples, marketing ideas, and many other questions that come up daily in a financial practice. Mobile friendly, advisor users can choose to receive email copies of discussion posts, with options for receipt of email digests that make it easy for advisors to keep up with perspectives and insights from Cambridge peers.  

Access to the Cambridge Nation site is available to all Cambridge advisors, and accessible via an online tool bar. Highlights of this online advisor community include:

  • Discussion posts
  • Search for peers and peer profiles
  • Email digests of varying frequency
  • Mobile-friendly access

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.

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