Fintech Integration Marketplace

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Cambridge Investment Research

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.

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

Companies that integrate with Cambridge Investment Research

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

Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.

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Cambridge Investment Research

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