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About this Product
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
About Caravel Concepts
Twenty years ago, the leadership team at Caravel played a pivotal role in designing and launching the Envision system, the first Monte Carlo goals-based planning system deployed by a major investment firm. Within three years, over 500,000 clients had received an Envision plan.
After co-founding RiverFront Investment Group and growing it to over $8B in AUM, our team set out to leverage our experience in building top-tier financial tools to create software for everyday financial professionals.
CMPAS: Integration is the first unified and automated asset allocation and financial planning software. It allows you to create enhanced portfolio models and directly link them to our planning module, creating customizing plans optimized to meet your clients' specific life goals.
Designed by financial professionals for financial professionals, CMPAS elevates your advisory process to the next level.
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.