The following are highlights of some of our services and platform offerings. Please reach out to us to see more of the tools and resources available, including demos of the CLIC advisor workstation and the Wealthport Advisory platform, which includes Albridge access for both financial professionals and clients at no additional cost.
Networking and practice management platforms:
Marketing Solutions
Option 1 - CLIC Advisor is powered by eMoney and Bamboo is the discounted Marketing program offered through the tool. It assists with the following:
Option 2 - Cambridge Source and Market Central marketing options - https://www.joincambridge.com/what-we-offer-you/#marketing
• Web design & development, customized marketing material and social media management
• Online marketing portal that includes customizable, pre-approved marketing materials and brochures that you can put your logo on
Option 3 - Access one of the 8 marketing platforms Cambridge has discounts with
Outsourcing
Office Support – virtual office assistants, HR Consultants, Cybersecurity, CFO services
Business Advancement - Consultants who come to your office and run efficiency streamlines to identify Strength/weaknesses & areas for improvement
Cambridge Source has 8 Vendors we have discounts with that offer various other services.
Product Offerings and Solutions
In addition to the broad range of investment offerings, there are a number of product solutions you can leverage.
- Retirement Plan Desk
- Financial planning – including both outsourced Financial Planning and an in-house Advanced Planning team
- Insurance specialists
- VA Specialists
- CFA’s
- Strategist Analysis
- Institutional Trading Desk
Financial Professionals Advisory Councils
- Asset Allocation Advisory Council
- Compliance Advisory Council
- Operation Advisory Council
- Practice Management Advisory Council
- Retirement Advisory Council
- Technology Advisory Council
- Digital Experience Council
- WealthPort Advisory Council
- Diversity, Equality & Inclusion Council
- New Century Council
