Team-directed Model Management
CAAP®1 Strategist-directed Model Management
Separately Managed Accounts (SMAs)
Unified Managed Accounts (UMAs)
|Model creation responsibility||Financial professional||Financial professional
|Trading responsibility||Financial professional||Financial professional
|Model performance reporting allowed||No||Yes||Yes||Yes|
|Clearing and custody*|
|Strategists due diligence|
*Clearing and custody includes: All trading and ticket charges, as well as some of the more common ancillary charges from the custodians, including the IRA maintenance fee. A full list of charges covered by the WealthPort Program Fee is available from a Business Director.
The WealthPort Program Fee is charged on an account-by-account basis, however the following discounts may apply: Household WealthPort Program Fees across related clients so all accounts in one household benefit from the lower tiers applied on the total value of household assets; AUM discounts are now available based on assets under management under an advisor code in WealthPort. These discounts will directly benefit the client as a discount to their WealthPort Program fee.
Whatever your business needs, WealthPort has the level-fee solutions and technology to support you and your clients.
Single Order Entry
WealthPort provides financial professionals with the ability to serve clients according to their unique business model while choosing from, and using, multiple management styles based on their investing client’s preference. WealthPort also features a suite of technology solutions to support these choices.
Cambridge WealthPort is designed by advisors and built with Cambridge’s customizable technology.