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