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Cambridge Introduces CLIC Advisor and CLIC Client | Mainstream Deep Digital Integration - Bidirectional Data - Unique FinTech Solutions Including eMoneyCambridge is pleased to introduce CLIC® Advisor, an extension of its digital workstation for independent financial professionals, and CLIC® Client, an investor center for clients of financial professionals. CLIC Advisor and CLIC Client reflect mainstream digital integrations through innovative partnerships with key fintech providers across the industry. Cambridge's CLIC Advisor and CLIC Client are unique given the bi-directional data synced end-to-end from the advisor's choice of fintech providers to their investing clients - as well as to Cambridge and custodians - uniformly delivering the same data across and through the advisor and client experience points. "In today's world where financial professionals are under significant pressure to transform their business for market and regulatory reasons, Cambridge embarked on a journey to deliver a tech stack for our advisors that satisfies demands for simplicity and efficiency while not sacrificing sophistication and choice," said Amy Webber, Cambridge's President and CEO. "Our advisors are not seeking a singular solution, but want flexibility and choice for their independent businesses, and we have focused on consistent data across the multiple levels in the chain of experience for advisors and their clients."
Cambridge's Digital Strategies: Centralized Technology with Seamless
Integrations
Financial Professionals can Work Anywhere, Anytime, on any Device
CLIC
CLIC Advisor and CLIC Client
CLIC Advisor: Flexibility of Choice for the Financial Professional
Cambridge developed CLIC Advisor in conjunction with eMoney Advisor to offer advisors a fully integrated set of client-focused, digital financial services based on deep integration and bidirectional data between Cambridge's digital workstation and key features advisors seek via fintech providers plus integration with clearing firm partners. A phased roll out across the Cambridge Nation of advisors and staff begins in April with capabilities ranging from advanced analytics to financial feeds, shared files and document vaults - plus financial planning including eMoney's Foundational Planning and Advanced Planning solutions, and MoneyGuide Pro. Cambridge's technology and marketing leadership has worked closely with leadership and development teams from eMoney, Invent With Us, and Fidelity Clearing & Custody Solutions®, to forge this first iteration of a new era of technology for financial professionals. CLIC Advisor and CLIC Client are currently in beta testing with a phased launch to Cambridge advisors in April, May, and June.
CLIC Core Services
Cambridge is continually expanding CLIC to allow advisors to do more on a digitized based and increase productivity for their business, and these efforts are driven by feedback from advisors and the needs of their businesses.
Cambridge WealthPort About Cambridge: Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advice solutions - including fee only solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. Cambridge's national reach includes: Cambridge Investment Research Advisors, Inc. - a large corporate RIA; and Cambridge Investment Research, Inc. - an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Independent financial professionals may choose dual registration or no securities registration, while also choosing to use the corporate RIA or their independent RIA. www.JoinCambridge.com About eMoney Advisor, LLC: eMoney Advisor, LLC ("eMoney") is a leading provider of scalable wealth management solutions for financial professionals, firms and enterprises of all sizes. Rooted in collaborative financial planning, eMoney's solutions enable financial professionals to build stronger client relationships, streamline business operations and drive revenue and growth. With more than 700 passionate, innovative and dedicated employees in three locations-including its headquarters in Radnor, Pa.-eMoney is transforming the wealth management experience for more than 50,000 financial professionals and 3 million end-clients nationwide. For more information, please visit: www.emoneyadvisor.com. About Invent With Us: Invent With Us is a consulting firm with the latest tools purpose-built to solve the most complex systems architecture problems for independent broker-dealers, large RIAs, and vendors creating WealthTech software. Contact @Invent.us About Fidelity Clearing and Custody Solutions: Fidelity Clearing & Custody Solutions is a division of Fidelity Investments that provides clearing and custody to registered investment advisors (RIAs), broker-dealer firms, family offices, retirement record keepers and banks. Fidelity Clearing & Custody Solutions' goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology. Fidelity 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. 1CAAP® is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.
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