CMPAS: Integration combines the portfolio building and analysis tools of CMPAS: Portfolio with the customizable investment strategy of CMPAS: Planning to create a single turnkey solutions for our clients.
CMPAS users have a choice in what capital market assumptions are input into the simulation engine that drives your models. Select between Static, Price-Driven, or upload your own proprietary model.
2
Select asset Classes
Analyze traditional and factor-based S&P Dow Jones Indices asset classes that have outperformed the Style Box over the last 25 years.
3
Create & Optimize Portfolio Models
Using your selected asset classes, build your firm’s 5 - 6 portfolio solutions and discover ways to optimize their risk/return performance.
4
Link Portfolios with Planning
Seamlessly link your published portfolio models to our financial planning tool with a click of a button.
5
Build Custom Plans
Create financial plans where funds for each individual goal are allocated to your firm’s most appropriate model based on the time horizon and risk level.
6
Derisk with Glide Path
As a goal moves closer in time, move those funds to the next most conservative portfolio to provide some protection against market volatility.
CMPAS: Integration
Frequently Asked Questions
What kind of third party integrations do you provide?
Currently we are connected with Black Diamond and Raymond James. But if you have a third party you want us to integrate with, we will work with you and them to make that happen.
