Model Capital Services™ (MCS) is an integrated wealth management platform customized for your advisory needs. It includes: a private-labeled client portal, front-office portal, and advisor toolkit.
Who Can Use It?
Advisors use the MCS platform to:
Save time, automate routine daily tasks
Improve client experience, engage prospects
Examples of RIA types who especially benefit:
Small- to midsize independent RIAs
Wirehouse break-aways who look for a cost-effective platform
1. Client Portal
A Branded Client Portal
Engage Prospects/ CRM
Onboarding & Compliance
2. Portfolio Management & Trading
3. Advisor Toolkit
All services described above are included for a low annual fee of 0.5% on assets managed on the platform. This excludes trading commissions and custody. The platform is currently integrated with the following custodians: Charles Schwab, TD Ameritrade, Trust Company of America, and Interactive Brokers.
How do you differentiate your offering from competitors?
MCS includes features not typically available cost-effectively in a single platform, including client portal, front office, and performance. Our compelling yet intuitive functionality, engaging advisor tools, and reasonable cost set us apart from others.
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" is a service mark 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.