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CMPAS & MAPS Make the Right Choice the Easy Choice.

It’s time to upgrade your planning tool technology. 

Caravel software solutions offer easy and automated tools for providing customized advice optimized for each client's specific life goals and risk tolerance.

Using industry standard assumptions, Caravel’s proprietary next-level modeling, or your own imported CMAs, CMPAS builds portfolio modules with very specifically targeted levels of risk. MAPS assembles these modules into an investment strategy that ensures clients take the right amount of risk necessary to achieve their goals while preserving their peace of mind. 

Learn more about CMPAS and MAPS using the links below.