CMPAS: Planning
Existing Portfolio Strategies into
Custom Solutions
Your team has devoted numerous hours into creating portfolio strategies that reflect your firm's market strategy outlook. With CMPAS: Planning,
we takes those same strategies and build custom solutions for your clients where funds for each individual goal are allocated to the appropriate portfolio based on when your client needs money.
Easily upload your asset allocation strategies by risk level (conservative, moderate, growth, etc.) and account type (taxable, tax-deferred, high net worth, etc.) then watch as CMPAS: Planning delivers an account specific roadmap for each individual goal using your portfolio strategies.
This mass customization process assembles your models like building blocks which can be scaled across even the largest of advisory practices.