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Model Capital Services

Filed under: Financial Planning Software, TAMP, Portfolio Management System

Company info:

Etcetera:

  • 3 FTEs
  • Founded in 2012

Q&A:

What is the service or product you offer to RIAs?

The MCS platform is currently integrated with Schwab and TD Ameritrade among major custodians.

Who Can Use It?

Examples of specific needs include:

  1. Advisors who see their prospects turned down by high costs of other platforms.
  2. Advisors who see their growth constrained by effort and time spent on managing portfolios.
  3. Advisors looking for tools to attract prospects, and to streamline their client acquisition/on-boarding process.

Interested? Please schedule an online demo.

What’s Included?

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

  • Pre-built presentation
Watch 1-minute video:
<---> <--->

Portfolio Management and Trading

  • Includes our popular AmericaFirst 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
<--->

Client Onboarding

Clients on-board themselves in minutes
  • Risk questionnaire - pre-built, easily customized by the advisor
  • eSignature
  • Compliance
    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
Model Capital Services - advanced performance reporting

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!

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 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.

How do you differentiate your offering from competitors?

The MCS platform is currently integrated with Schwab and TD Ameritrade among major custodians. Model Capital Services™ (MCS) is a secure online platform full of engaging tools to start a financial conversation and enroll clients – both online and in person.

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