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.
225 Jordan Creek Parkway
Suite 104
West Des Moines, Iowa 50266
Securities through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge markets securities and advisory services through Jordan Creek Financial Solutions. Jordan Creek Financial Solutions is owned and operated by Cambridge and its affiliates.
Non-deposit investment products are not NUCA or FDIC insured, not credit union or bank guaranteed, and may lose bank value.
This communication is strictly intended for individuals residing in all 50 states, DC, and PR. No offers may be made or accepted from any resident outside the specifics states referenced.
The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the website(s) you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.
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