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Advisory Business

Your advisory platform should provide flexibility without adding unnecessary complexity. Cantella offers investment programs, planning resources, and research designed to support a wide range of clients and advisory practices. Whether you manage portfolios directly or draw on third-party expertise, you can choose an approach that fits your business.

Flexible Programs. One Unified Platform.

WealthPort® is our customized platform built to enhance the scope and value of your advisory offering. Through WealthPort and other supported third-party platforms, you can create and manage portfolios, including separately managed accounts (SMAs), strategist-guided portfolios, and unified managed accounts (UMAs). Discretionary and non-discretionary options are available.

These account types operate on a unified platform with the same core tools, allowing you to work efficiently within a single system regardless of account structure:

  • Proposal Generation
  • Model Management
  • Trading and Rebalancing
  • Fee Billing
  • Reporting
  • Research
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Choose From Our Core Programs

Advisor-Directed

Act as the investment manager while gaining access to a broad range of products and streamlined tools—all while maintaining full control of your client relationships.

Team-Directed

Model portfolios are administered, managed, and supported by the Cantella home office, featuring four industry strategists and more than 40 models spanning a wide range of investment styles. Advisors can retain non-model holdings within an account, and our team can rebalance the model around those positions. Advisors can also choose whether to include the non-model holdings in billing. The program supports accounts starting at $5,000, includes dollar-cost averaging capabilities, and carries no annual minimum account fee.

CAAP®1

Gain access to third-party strategists and models that can be selected based on your clients’ goals, values, and risk preferences.

UMA and SMA

Seamlessly combine multiple CAAP strategists, SMA managers, and/or individual securities within a single unified account.

Third-Party Management Programs

Access one of the most extensive selections of third-party money managers and platform providers in the industry.

Financial advisor and client shaking hands across a desk

Financial Planning

We support a diverse range of business models, including one-time and subscription-based planning services. Benefit from built-in integration with eMoney, deep integrations with AdvicePay, and seamless connections with various other planning software. Fees can be structured as hourly, asset-based, or flat service fees. Our team can also collaborate with you on case design to solve complex client needs, offering deep knowledge and hands-on support for advisors who are new to financial planning or looking to grow this part of their business.

Cambridge Research Center

Elevate your client conversations and save hours of prep time by leveraging the Cambridge Research Center. This compliance-approved resource offers materials you can share directly with clients, including timely market commentary, PowerPoint presentations, proprietary insights, and research white papers. New content is added regularly to help you bring timely analysis and perspective to client conversations.

1CAAP® is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers.

Blue Gradient

Technology That Brings It All Together

Discover how Cantella’s integrated technology helps you manage accounts, serve clients, and operate more efficiently.

Explore Our Technology

389 Main Street, Suite 101
Malden, Massachusetts 02148

Main Phone: 800-333-3502
Advisor Recruits: 800-653-0391
Clients: 800-335-9156

joincantella@cantella.com
clientservices@cantella.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge markets securities and advisory services through Cantella. Cantella is owned and operated by Cambridge and its affiliates.

Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed, or exempt from registration and not all of the securities, products, or services mentioned are available in every state or jurisdiction.

The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the website(s) you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.

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