A Tech Stack That Works for You
Discover your Digital Command Center, an integrated technology ecosystem that brings together the tools, resources, and human support you need to run and grow your practice.
One Place. More Possibilities.
CIR2.com brings your technology ecosystem together in one place. With one secure login, you can access the tools and resources you need to manage your business, serve clients, and grow.
Your Digital Command Center connects key areas of your business, including:
- Clearing and custody
- Business processing, eSignature, and workflows
- Financial planning
- CRM and practice management
- Portfolio analysis and construction
- Performance and consolidated reporting
- Business intelligence and analytics
- Client account access
- Marketing and communications
- Investment and retirement resources
It’s a comprehensive, flexible platform designed to streamline your workflow while giving you the freedom to build a technology stack that fits your business.
See Your Business More Clearly:
- CLIC® Workstation gives you a centralized, real-time view of the metrics and activity that matter to your business.
- Monitor compensation, billing, assets, revenue, account activity, paperwork, and workflows from one connected platform. Business intelligence and analytics help you understand how your practice is growing and evolving, while integrated business processing helps keep day-to-day operations moving.
Connect Planning, Reporting, and the Client Experience.
Cantella’s technology ecosystem brings together core Cambridge platforms and select third-party solutions to support how you plan, communicate, and work with clients.
Build financial plans with CLIC Advisor, deliver consolidated performance reporting through CIRStatements, provide convenient client account access, and connect with supported CRM, productivity, and communication tools.
The result is a technology experience built to help you spend less time managing systems and more time building relationships.
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.
Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed, or exempt from registration and not all of the securities, products, or services mentioned are available in every state or jurisdiction.
The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the website(s) you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.
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