Cantella Managed Investments

Our customized platform was built to enhance the scope and value of your advisory offering while streamlining your delivery.

  • Fully integrated with Fidelity, Pershing and Raymond James with single sign on access (SSO) through Cantella.com
  • A simplified, uniform and DOL friendly pricing structure across our three clearing firm platforms
  • Risk Profiling, Manager Selection and/or Model Building, Rebalancing and Block Trading, Performance Reporting, Risk Monitoring and Alerts
  • Customized proposal generation with risk budget
  • Strategist model portfolios included in the pricing
  • Ability to blend Financial Advisor as Portfolio Manager models and Strategist models inside a single brokerage account (UMA Account Structure)
  • Cantella tactical U.S. Equity and Leveraged U.S. Opportunities Strategies, as well as other premium Strategists and SMA Managers available
  • Freedom to manage assets on a discretionary or non-discretionary basis
  • Household, account level or sleeve-level performance reporting
  • Advisor performance attribution and analytics console
  • Client performance portal
  • Powered by RiskPro and FolioDynamix
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