With Cambridge, we gain access to a comprehensive technology suite designed for the modern advisor – CLIC®. CLIC allows you to access your business whenever, wherever you are, and is customizable to the needs of the independent advisor.

Through CLIC, advisors can access the following technological resources:

CLIC Core Services

CLIC Core includes compliance review, Paperwork Status Monitor, eSignature, clearing services, WealthPort® for managed accounts, compensation and fee billing, institutional trading, and more.

CLIC Advisor

A centralized technology with seamless connectivity, CLIC Advisor features a unified user experience, mobile access, advanced analytics, bi-directional data sync, compliant vault storage, client education and direct marketing resources, and additional connectivity allowing for collaborative client engagement.

CLIC Client

An investor center designed specifically for clients, CLIC Client lets users securely store documents, aggregate and organize accounts, track progress on financial goals, and check on their finances across devices.

Let Us Help You

We can help you navigate all of the technology options at your disposal and craft a custom technology stack that will work best within your office, and with your clients.

Want to see what CLIC can do for you?

140 South 68th Street, Suite 1100

West Des Moines, Iowa 50266