CMPAS: Integration

Integrate Your Entire
Planning & Investment Process

CMPAS: Integration is a combination of CMPAS: Planning and CMPAS: Allocation. It is the only financial planning tool on the market that combines planning and the investment strategy into a single, easy to execute process. This is accomplished by creating customized portfolio strategies optimized for each client's specific life goals.
Steps 1 - 4

How It Works

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1
Create Portfolio Strategies

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2
Goals & risk level

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3
Follow roadmap

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4
Progress Monitoring

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CMPAS: Integration

Frequently Asked Questions

What kind of third party integrations do you provide?

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