Model Capital Services:

Portfolio and financial planning platform for advisors

Schedule online demo

Model Capital Services (MCS) is a secure online platform customized for your advisory needs. With friendly online experience and compelling functionality, you get your private-labeled portal full of engaging tools to start a financial conversation and enroll clients – both online and in person.

Advisor platform to engage and convert prospects

  • Financial goal planning tool

Answer questions such as -When Can I retire? -Do I have enough?

  • Custom presentation

Pre-built for each client portfolio to use for your in-person review

Project a confident image of your advisory practice

  • Compare portfolios side-by-side

Show risk-return enhancement, expense-saving opportunities

  • Interactive web-based technology

Prospects can save, track, email portfolios – and invest when ready


2.5-minute video: Overview
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1-minute video: Create and Compare Portfolios
Asset allocation, tactical asset allocation, TAA, tactical investing, tactical management, ETF, tactical investment management, Financial planning systems for advisors, Financial planning tools for advisors, Financial planning tool for advisors. Envestnet, TD Ameritrade, Adhesion, Best TAMP, SEI Advisor Network, Schwab intelligent portfolios. Betterment institutional, Schwab PortfolioServices, Dynamic wealth advisors. Investor onboarding, Financial planning platforms, Client onboarding for wealth firms, investment management for WM. Investment management for advisors, Schwab performance technologies, SEI Advisor, Ameritrade Adhesion, Best TAMPs. Investment management platform, SEI Asset Management, Schwab Portfolio Services, Investment management platforms. Schwab Portfolio Center, AssetMark, Financial planning system for advisors, Orion Advisor, SEI Practice Management, client onboarding for WM. Financial planning software for advisors, Robo plus, Financial planning platform. Turnkey asset management platform, client onboarding wealth management, SEI Advisor Center, Orion Advisor Solutions, Schwab PortfolioCenter. Robo advisors plus, SchwabPT, Adhesion Wealth, investment management for advisor. Client onboarding for wealth, Turnkey asset management platforms, investment management for advisory, Schwab intelligent portfolio.

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Portfolio Management and Trading

  • Use Manage-To-Model functionality
  • Includes our risk-based American Revival Portfolios™ – or create your own
  • Professional investment management
  • Automatic trade generation
  • Trades are routed to your BD/custodian for execution

    Selected custodians only

Click to enlarge the screen shot

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Investor Onboarding

Investors onboard themselves in minutes

  • Risk questionnaire – pre-built, easily customized by the advisor
  • eSignature
  • Compliance

    Required RIA documentation is automatically forwarded and saved

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Advanced Performance Reporting

  • Return, volatility and drawdown metrics
  • Charts and graphs that can be customized
  • Configure to send to clients regularly to maintain relationships

 

Model Capital Services - advanced performance reporting

 

Low management fees, FREE advisor tools

See pricing

Fees exclude commissions and custody. Integrated with the following custodians: Charles Schwab, TD Ameritrade, Trust Company of America, and Interactive Brokers. If you use other custodians and want them added, contact us!

 

Custodians integrated with MCS

Disclaimers: advisory services offered by Model Capital Management LLC (“MCM”). MCM does not provide custody services. Model Capital Services is a division of MCM. “Model Capital Services” and “American Revival Portfolios” are service marks of MCM. Other marks are property of their respective owners. Charts presented on this page are for illustration purposes only, and do not represent performance of any strategy or account. Financial planning systems for advisors, Financial planning tools for advisors, Financial planning tool for advisors. Envestnet, TD Ameritrade, Adhesion, Best TAMP, SEI Advisor Network, Schwab intelligent portfolios. Betterment institutional, Schwab PortfolioServices, Dynamic wealth advisors. Investor onboarding, Financial planning platforms, Client onboarding for wealth firms, investment management for WM. Investment management for advisors, Schwab performance technologies, SEI Advisor, Ameritrade Adhesion, Best TAMPs. Investment management platform, SEI Asset Management, Schwab Portfolio Services, Investment management platforms. Schwab Portfolio Center, AssetMark, Financial planning system for advisors, Orion Advisor, SEI Practice Management, client onboarding for WM. Financial planning software for advisors, Robo plus, Financial planning platform. Turnkey asset management platform, client onboarding wealth management, SEI Advisor Center, Orion Advisor Solutions, Schwab PortfolioCenter. Robo advisors plus, SchwabPT, Adhesion Wealth, investment management for advisor. Client onboarding for wealth, Turnkey asset management platforms, investment management for advisory, Schwab intelligent portfolio.

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