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  • OSJ@wealthplanfinancial.com

Schedule Your Technology Demo

  2. Schedule Your Technology Demo

Technology can be a thorn in the side of every great financial advisor

But it doesn’t have to be.

With WealthPlan Financial Group and Cambridge, turn your fintech woes into a WOW with our cutting edge systems.

Complete the form below to schedule your 30-minute tech demo, where you’ll see how:

  • CLIC® Advisor, Cambridge’s comprehensive online business environment can save you time with financial planning tools, seamless integration with your favorite third-party fintech, and bi-directional data sync.
  • WealthPort® will help you manage your client’s money in a flexible managed account platform with advisor, team, and strategist model management options that will make your fee-based business a breeze.

    By submitting this form I agree to receive emails from WealthPlan Financial Group, including helpful whitepapers, news, and promotional offers.

    Address

    3540 Toringdon Way Suite 200
    Charlotte, NC 28277

    Phone

    (704) 357-1099

      Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

      Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV & WY. 

      Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

      The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at 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, web sites, information and programs made available through this website.

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