- Clearing Services through Fidelity Clearing & Custody Solutions and Pershing LLC
- Client and Account Servicing with auto account open, forms generation, eSignature for over 20 companies
- Managed Account Services including fee billing and Cambridge WealthPort
- Compensation Services with sponsor data feeds
- Office Services with paperwork service tickets and document upload
- Imaging Services for web-based document image capture and submission, search/retrieve account paperwork, and document vault
- Compliance Services for digital advertising and correspondence review, trade review, and direct trade blotter
- WebCapture and AdView for transitioning advisors
- Variable Annuity subaccount blottering
- Householding
- WealthPort Growth Planner
- CLIC Advisor and CLIC Client
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 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, CAAP®1 strategist-directed model management, separately managed account, and unified managed accounts – with CLIC integration. The integration of WealthPort and CLIC Advisor includes eMoney features.