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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?

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:
  • Decrease costs
  • Save time, automate routine daily tasks
  • Improve client experience, engage prospects
Examples of RIA types who especially benefit:
  1. Small- to midsize independent RIAs
  2. Wirehouse break-aways who look for a cost-effective platform
  3. Hybrids

What’s Included?

1. Client Portal

  • A Branded Client Portal
  • Engage Prospects/ CRM
  • Onboarding & Compliance
  • Performance Reporting

2. Portfolio Management & Trading

3. Advisor Toolkit

Model Capital Services - advanced performance reporting

Cost

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. Custodians integrated with MCS

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.

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