Caravel Concepts
Financial Software · Virginia, United States · 51-200 Employees
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Overview
Headquarters
11821 Aberdeen Landing Ln, Midlothian, V...Website
www.caravelconcepts.comRevenue
$16.8 MillionIndustry
About Caravel Concepts
Caravel Concepts, LLC offers CMPAS, a financial planning and asset allocation software designed for financial advisors. The software provides customized investment strategies tailored to each client's specific life goals and risk tolerance, enhancing the planning and investment process. With features like automation, control over capital market assumptions, and mass customization, CMPAS simplifies portfolio management while ensuring that clients' high-priority goals are protected. The company aims to empower financial professionals by streamlining their advisory processes and improving client outcomes.Explore more
Caravel Concepts Org Chart
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Caravel Concepts, LLC offers CMPAS, a financial planning and asset allocation software designed for financial advisors. The software provides customized investment strategies tailored to each client's specific life goals and risk tolerance, enhancing the planning and investment process. With features like automation, control over capital market ass... Read More
