The MCS platform is currently integrated with Schwab and TD Ameritrade among major custodians.
Who Can Use It?
Examples of specific needs include:
- Advisors who see their prospects turned down by high costs of other platforms.
- Advisors who see their growth constrained by effort and time spent on managing portfolios.
- Advisors looking for tools to attract prospects, and to streamline their client acquisition/on-boarding process.
Some of the features of MCS include:
Engage and Convert Prospects
Financial goal planning tool
Answer questions such as -When Can I retire? -Do I have enough?
Include our research blog in your newsletter
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
Watch 1-minute video:
Portfolio Management and Trading
Professional investment management
Automatic trade generation
Trades are routed to your BD/custodian for execution
Selected custodians only
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Clients on-board themselves in minutes
Risk questionnaire - pre-built, easily customized by the advisor
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
One low fee of 0.5%
All services described above are included for a low annual fee of 0.5% on assets managed on the platform. Excludes trading commissions and custody. Interested? Please schedule an online demo.
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 Management", "Model Capital Services" and "America-First 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.