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CLIC Is Cambridge’s Integrated Account Servicing Platform

They say time is money, so what is holding you back? 

Cambridge’s web-based and mobile-accessible portal integrates strategic FinTech partnerships to provide a streamlined technology experience. CLIC makes it easy to:

  • Access multiple clearing firms, including Fidelity Institutional and Pershing
  • Enable your clients to track their accounts via Web and mobile account access
  • Generate fee-based bill clients and view compensation statements

CLIC to View Cambridge Technology in Action

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