michael.pendergrass
Acronym
Caravel Concepts
Product ID
CMPAS-Planning
Description

Goals based planning integrated with your firm's portfolio strategy.

Images
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Features

Goals based planning integrated with your firm's portfolio strategy:

  • Match existing portfolios to each goal's cash flow draws
  • Account level insight; which accounts fund each goal
  • Notifications for tracking plans and glide paths for goals
Vendors
Caravel Concepts
Schwab Products
SIT Provider
Section
Financial Planning
Solution
SIT Provider
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