An industry-leading independent broker dealer for over 40 years, Cambridge leads the industry in wealth management, practice enrichment, service and technology solutions.
CLIC® is Cambridge's comprehensive online business environment — centered on the many varied business models independent financial professionals need in terms of choice and flexibility. CLIC is the digital delivery of a full suite of integrated and customizable technology components that are continually being enhanced to allow financial professionals to do business wherever, whenever, and however they choose.
CLIC Advisor enables
CLIC Client provides
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
WealthPort makes it easy to
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, REITs, 1031 exchanges, BDCs, interval funds, crypto companies, SPACs, and leverage/inverse ETFs.
A robust list of companies for variable annuity purchases, with fixed indexed annuity options to meet diverse client needs.
Access robust search engines, enter purchase orders online, request bids, and generate reports of potential bond purchases and bond ladders.
Choice of four Master General Agents, comprehensive traditional insurance options for life, disability, and long-term care needs.
16,500+ Pershing funds from 500+ mutual fund companies. 6,700+ NFS funds from 500+ fund families with 16,500+ share class alternatives.
Access SIMON — an all-in-one, interactive technology platform for structured products research and implementation.
Streamline operations, accelerate growth, and build practice equity with expertise from Cambridge's Practice Management Team.
Take advantage of one-on-one consultative sessions with our subject matter experts across:
Cambridge's RPM program combines one-on-one coaching with interactive quarterly group meetings so you can develop, implement, and achieve your goals with purpose.
When it comes to attracting clients, nothing makes a bigger impact than professionally-designed, uniquely-crafted websites, social posts, and collateral.
Stand out with a modern, mobile, and search engine-friendly website. Services include design, copywriting, SSL certificates, search engine submissions, and Google Analytics.
The Cambridge Source Team — expert designers, coders and copywriters — provides marketing consultations, social media management, content creation, graphic design, and digital ad campaigns.
Order customizable, pre-approved, ready-to-use marketing materials on MarketCentral® — Cambridge's online marketing portal with sponsor partner materials, branded collateral, and more.
Whether you are looking to create a succession plan, grow through a merger or acquisition, or structure a buyout, Cambridge can guide you through the entire process. Our Succession and Acquisition Solutions Team brings a wealth of experience, saving you time, money, and reducing the need for multiple points of contact.
End-to-End Consulting Includes
We connect you with the right partners for mergers, acquisitions, and succession opportunities.
Accurate, expert business valuations to ensure you receive fair value for your life's work.
Tailored documentation for every stage of the transaction process.
Flexible in-house financing options to make succession and acquisition planning accessible.
Cambridge's complete suite of technology, products, and consulting services gives you everything you need to succeed as an independent financial professional.