Cambridge Investment Research

About

Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately controlled independent broker-dealers in the country.

Contacts

Products / Services

  • CLIC Advisor
  • WealthPort
  • Retirement Center
  • Client Solutions
  • Fee-Based Solutions
  • Insurance Solutions
  • Investment Solutions

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 25
Partnership: 0
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their...
Integrations: 38
Partnership: 0
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...

Partnership

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