Thanks for your interest in joining Client Centric Advisors
We look forward to answering your questions about joining our Client Centric Advisors team. Our firm is dedicated to the success of both our clients and our people.
As a team member of Client Centric Advisors you will have the full availability of Cambridge Investment Research, Inc (Broker Dealer) and Cambridge Investment Research Advisors (Registered Investment Advisor) full platform of resources to help you achieve your professional goals.
Please explore the resources below to see what Cambridge resources are available to you when you join the Client Centric family.
Below are some videos that offer information about Cambridge and its Culture
Cambridge Technology Package
When join the Client Centric team you will have access to the Cambridge technology resources listed below:
CLIC Core Services is an integrated suite of functions for many of the critical tasks in an financial professional’s business. The following components are included:
CLIC Advisor/CLIC Client: Digital workstation for financial professionals and their investing clients with basic E-Money/Vault access (advanced available for additional cost)
Clearing Services: Fidelity Clearing & Custody Solutions, Wealthscape, and Pershing NetX360®
Client and Account Servicing: Add/edit/search clients and accounts, forms generation, eSignature, and auto-open most brokerage accounts
Compensation Services: Updated sponsor data feeds provide even more accurate and timely processing of your variable insurance compensation
Compliance Services: Advertising/correspondence submission and review, trade review, checks and receivables blotter, and direct trade blotter
Imaging Services: Web-based document image capture and submission to home office, search and retrieve account paperwork, and document storage
Managed Account Services: Fee Billing and WealthPort®
Office Services: Paperwork status monitoring and service tickets with document upload