Pricing
Caravel offers three pricing levels for the use of our financial planning and asset allocation software, CMPAS. These options give increasing support and control based on your firm's software needs.
If you are unsure about which tier is right for you and your firm, please contact us for more information.
Advisor
Simplify and enhance your financial planning process with in app notifications, account level guidance and optimizing your existing portfolio strategies.
single-use liscence per year
What's Included:
Optimized goals-based planning.
Account level asset allocation strategy guidance automatically seeking to maximize tax benefits.
Customized investment strategies using your existing portfolio models with mass customization technology that scales across the largest advisory practices.
Upload your preferred capital market assumptions (CMAs) or utilize Caravel’s Static CMAs.
Automatic plan recalculation as goals approach and asset allocation strategy evolves to prepare for funding.
Notifications automatically alert advisors regarding needed portfolio modifications and goal funding events.
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Portfolio Manager
Unlock the ability to exert precise control over market assumptions and risk metrics in your asset allocation.
single-use liscence per year
What's Included:
All the features and functions of Advisor.
Option to use Caravel’s Price Driven CMAs.
Comprehensive asset allocation and benchmark risk and return statistics.
Ability to build “what if” portfolios and experiment with different risk and return characteristics for your portfolios.
Optimization feature that automatically builds “what if” portfolios tailored to specific risk and return specifications (e.g. maximize potential outperformance subject to less than 100bp of underperformance risk).
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Enterprise
Caravel is eager to assist your firm with their specific software needs. Meet with our team to discuss a path forward!
What's Included:
Modeling of unique or specialized asset classes not included in Portfolio Manager.
Integrate CMPAS into your trading, portfolio analytics, and trading systems.
Incorporate your proprietary CMA econometric models into the CMPAS simulation and optimization processes.
Customized programing and analytical modeling.
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