Portfolio and financial planning platform for advisors
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?
Pre-built for each client portfolio to use for your in-person review
Include our research blog in your newsletter
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
1-minute video: Create and Compare Portfolios
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
Investors onboard themselves in minutes Required RIA documentation is automatically forwarded and saved
Risk questionnaire – pre-built, easily customized by the advisor
Investors onboard themselves in minutes
Required RIA documentation is automatically forwarded and saved
Advanced Performance Reporting
Return, volatility and drawdown metrics
Charts and graphs that can be customized
Configure to send to clients regularly to maintain relationships
Low management fees, FREE advisor tools
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!
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.