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About CIRS

Investment and research center, Take your practice to the next level with cutting-edge technology solutions.

Contact Info

support@cir-acess.com

+10000000000

1776 Pleasant Plain Rd, Fairfield, IA 52556, United States

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Build the practice you envision. Your way.

An industry-leading independent broker dealer for over 40 years, Cambridge leads the industry in wealth management, practice enrichment, service and technology solutions.

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Technology

A flexible, intuitive workstation

CLIC: Integrated Account Servicing Platform

CLIC® is Cambridge’s comprehensive online business environment – centered on the many varied business models independent financial professionals need in terms of choice and flexibility. CLIC is the digital delivery of a full suite of integrated and customizable technology components that are continually being enhanced to allow financial professionals to do business wherever, whenever, and however they choose.

CLIC Advisor is an extension of Cambridge's digital workstation and enables:

  • Comprehensive financial planning
  • Integration with other third-party technologies
  • Shared vault storage
  • Advanced analytics

    • CLIC Client provides the tools your clients need to:

  • View financial goal progress
  • Create budgets and track spending
  • View investments real-time
  • Securely store important financial documents

    • WealthPort: Customizable Asset Management Solutions

    Designed by financial professionals and built by Cambridge, WealthPort is a flexible managed account solution. Use WealthPort to elevate your productivity and effectiveness, so you can focus on providing value and retaining families for generations.

    Management options that fit your unique business model:

  • Advisor-directed
  • Team-directed model management
  • Cambridge Asset Allocation Platform (CAAP®1) strategist-directed model management
  • Unified managed accounts

    • WealthPort makes it easy to:

  • Create simple, understandable illustrations for accumulation and distribution planning
  • Assign and manage models
  • Rebalance multiple accounts within minutes
    • PRODUCTS

    Deliver holistic advice

    Your clients have unique investing goals. Our flexible product footprint is one of the broadest in the industry and can help you meet their needs.

  • Direct participation programs
  • Limited partnerships
  • Real estate investment trusts
  • 1031 exchanges
  • Business development companies
  • Interval and tender funds
  • Crypto-currency companies
  • Special purpose acquisition companies
  • Leverage and inverse ETFs

    • Cambridge offers a robust list of companies that you may work with directly for variable annuity purchases.

  • Access robust search engines
  • Enter purchase orders online
  • Request bids
  • Generate reports of potential bond purchases and bond ladders for portfolios

  • Choice of four Master General Agents, but not required
  • Comprehensive traditional insurance options

  • 16,500+ Pershing funds from 500+ mutual fund companies
  • 6,700+ NFS funds from 500+ fund families
  • 16,500+ share class alternatives

  • Access SIMON, an all-in-one, interactive technology platform
    • PRACTICE MANAGEMENT

    Take your business to the next level

    Streamline operations, accelerate growth, and build practice equity with expertise from Cambridge’s Practice Management Team.

    One-on-one Consultation

    Take advantage of one-on-one consultative sessions with our subject matter experts from the following areas:

  • Technology
  • Practice management
  • Business growth
  • Branding
  • Time management
  • Digital strategy and social media
  • Additional topics tailored to your needs

    • Real Practice Management (RPM)

    Cambridge’s Real Practice Management (RPM) program combines one-on-one coaching with interactive quarterly group meetings so you can develop, implement, and achieve your goals with purpose.

    MARKETING

    Stand out from the competition

    When it comes to attracting clients, nothing makes a bigger impact than professionally-designed uniquely-crafted websites, social posts, and collateral.

    The Cambridge Source Team, including expert designers, coders and copywriters, can help you identify your value proposition, create messaging that makes it memorable, and get it in front of more people.

    Stand out in today’s crowded marketplace with a modern, mobile, and search engine-friendly website that clearly articulates your value proposition and generates leads. We offer:

  • Website design and development
  • Copy writing
  • SSL certificates (complimentary with all hosted sites)
  • Search engine submissions
  • Google Analytics

    • Attract prospects with compelling marketing tools that aid in the promotion of your practice. Creative services include:

  • Marketing consultations
  • Social media management
  • Content creation and editing
  • Graphic design
  • Digital ad campaigns

    • MarketCentral

    Order customizable, pre-approved, ready-to-use marketing materials on MarketCentral®, Cambridge’s online marketing portal. Features include:

  • Select complimentary materials from our sponsor partners
  • Personalize professionally designed brochures, flyers, business cards, and more — then order physical prints or download and use electronically
  • Display your logo on an assortment of brand name clothing items and branded gifts
    • SUCCESSION AND ACQUISITION

    End-to-End Consulting

    Whether you are looking to create a succession plan, grow your business through a merger or acquisition, or structure a buyout with an existing partner, Cambridge can guide you through the entire process.

    Our Succession and Acquisition Solutions Team brings a wealth of experience to the table, saving you time, money, and reducing the need for multiple points of contact.

    We help simplify and manage your transaction with end-to-end consulting that includes:
  • Matchmaking and relationship building
  • Business valuation
  • Succession and continuity planning
  • Customized document preparation
  • Affordable in-house financing with flexible options