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Cambridge has introduced the 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.

Centralized technology and seamless integrations are the heart of Cambridge's digital strategies. The intent is for these digital solutions to give independent financial professionals a single pane view where they can achieve their business goals, gain competitive advantage, and provide their clients with all aspects of life's planning needs. Continuously assessing advisor feedback, Cambridge is striving to consistently make it easier for the financial professional to conduct business through the Cambridge digital experience that is simple, efficient, and productive from the advisor's view.

Cambridge's CLIC is the intentional integration of a unified system of digital solutions for financial professionals. It is a comprehensive online business environment centered on choice and flexibility for the many varied business models independent financial professionals need for their businesses. CLIC provides the digital delivery of a full suite of integrated and customizable technology components that are continually being enhanced to allow advisors to do business wherever, whenever, and however they choose.

CLIC Advisor and CLIC Client are mainstream digital integrations through innovative partnerships with custodians and key fintech providers across the industry featuring bidirectional data continuously synced between multiple firms and systems. This means that when data is created or changed at an advisor or their investing client's experience point, the new data syncs automatically through the providers integrated and in sync across Cambridge's CLIC Advisor and CLIC Client framework. This also offers more advisor choice and access based on their business and how they choose to best serve their investing clients. Further, as part of Cambridge's CLIC digital solutions framework, further integration is in process to include WealthPort, Cambridge's digital managed account experience. Cambridge's technology and marketing leadership are driving this new era of fintech and wealthtech solutions for advisors based on deep integration and bidirectional data while working closely with fintech and wealthtech leaders.

With CLIC Advisor, a financial professional has a single pane view along with the flexibility and customization to choose fintech providers and custodians in order to better serve their investing clients with fully synced data moving consistently in alternate directions across the Cambridge framework as the data is created or updated. CLIC Advisor enables financial professionals to digitally interact with their clients and Cambridge, as well as leverage featured solutions and direct offerings for use in serving their clients.

CLIC Advisor includes:

- Deep integration and unified user experience for independent financial professionals and their clients

- Visibility and access as a singular digital workstation with mobile access

- Bidirectional data synced between multiple clearing firms, fintech providers and Cambridge systems

- More choices for digital integrations with fintech providers including, CRM, Risk Analysis, and Financial Planning

- Shared files and secure document vault

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[R], 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.

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.

WealthPort offers both customization and efficiency to allow the financial professional to focus on their role as a trusted advisor to their investing clients. WealthPort is a fully digitized, flexible managed account solution designed to meet the needs of the financial professional's business model no matter how they engage with their clients. This includes relationship management, trading efficiency, and the next generation managed account experience. WealthPort offers advisor-directed models, team-directed model management, CAAP1 strategist-directed model management, separately managed account, and unified managed accounts with CLIC integration. The integration of WealthPort and CLIC Advisor includes eMoney features.

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. For more information, visit

About eMoney Advisor, LLC

eMoney Advisor, LLC (eMoney) is a provider of scalable wealth management solutions for financial professionals, firms and enterprises of all sizes.

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.

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.

For more information, visit
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Publication:Computer Workstations
Geographic Code:4EUUK
Date:Mar 1, 2019

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