How We Support Your Growth
Investment and Advisory Platforms
Customize your investment approach with WealthPort®, offering flexible portfolio management solutions, access to premier third-party platforms, and alternative investments tailored to your clients’ needs.
Practice Management
Optimize your firm’s efficiency and profitability with expert coaching, data-driven insights, and streamlined workflows. Whether you’re refining client segmentation or scaling operations, we provide the guidance to help you grow strategically.
Outsourcing Solutions
Free up time by delegating key tasks like financial planning, HR tasks, admin support, and cybersecurity to trusted professionals, so you can focus on high-value client interactions.
Marketing and Business Development
From branding and lead generation to social media and website design, we help advisors build their brand, attract new clients, and grow their business.
Client Solutions
We are here to help you tackle complex scenarios – whether it’s retirement plan design, high-net-worth cases, or insurance strategies. Don’t lose business because you lack the bandwidth or specialized expertise. Think of us as a seamless, behind-the-scenes extension of your team, ready to help you deliver tailored solutions and enhance your client experience.
Succession and Acquisitions
Whether planning your succession or expanding through acquisition, we offer business valuations, transition strategies, and advisor matchmaking to help protect and maximize your life’s work.
Technology Built for Advisors– and Clients
Leverage CLIC®, our integrated account servicing platform, and connect seamlessly with industry-leading third-party tools to enhance efficiency and client service.
Collaborative Advisor Community
Join a network of like-minded professionals who share insights, best practices, and business opportunities through conferences, monthly calls, and one-on-one connections.
389 Main Street, Suite 101
Malden, Massachusetts 02148
Main Phone: 800-333-3502
Advisor Recruits: 800-653-0391
Clients: 800-335-9156
Securities offered through Registered Representatives of 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 Cantella. Cantella is owned and operated by Cambridge and its affiliates.
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