Pricing
CMPAS Solutions
CMPAS is available for purchase using three different packages.
CMPAS: Portfolio
Understand the ins and outs of your client’s existing net worth portfolio while also exploring underutilized asset classes through automated portfolio optimizations.
What's Included:
Automated Caravel optimizations of portfolios
Analysis tool for both traditional and factor-based S&P Dow Jones Indices asset classes
Choice in Capital Market Assumptions
Comprehensive asset allocation and benchmark risk and return statistics
Flexible analytical reporting
Automated notifications
Limited launch pricing
Single-use license per year
CMPAS: Planning
Provide your client's with a truly unique financial plan, where each goal is given its own customized investment strategy using your existing portfolio solutions.
What's Included:
Easily load existing portfolio models to create unique plans
Automatic funding of goals by optimal account
Investment roadmap for the household and account level
Automated derisking of goals through glide path
Automated notifications.
Single-use license per year
Limited launch pricing
CMPAS: Integration
The ultimate package for the financial professional who desires automation, precision and control over every aspect of their firm's asset allocation and financial planning process.
What's Included:
All features of CMPAS: Portfolio
All features of CMPAS: Planning
Advanced optimization engine for asset allocations
Limited launch pricing
Single-use license per year
