Model Market Center

Looking for models? We’ve got a place for that

There’s a way to approach investment management without having to do all the modeling yourself. Start by searching more than 100 pre-built models from third-party asset managers. If you find a model that meets your client’s needs, you can apply it to their account and rebalance using iRebal. 

The best part: You maintain all the fiduciary responsibility and control. Want to customize a model to better fit your client’s needs? Try iRebal’s customizable security-, model-, and portfolio-level settings. You can also create blended strategies to effectively diversify and personalize your client’s investment objective. 

Think about taking a modern approach to investment management

Incorporate third-party models into your existing rebalancing process
Have the flexibility to incorporate client customizations
Consider creating your own blended models from a combination of third-party models and your in-house strategies
Retain full trading responsibility and authority over your clients' accounts
Approve and edit trades in iRebal before they are sent to execution (something you can't do with traditionally managed accounts)
Incorporate third-party models into your existing rebalancing process
Potentially reduce costs by retaining trading discretion while not having to pay an overlay manager
Select new models with just a few clicks
Wealth Management.com 2018 Wealth Management Industry Award Winner

WealthManagement.com

2018 Wealth Management Industry Award Winner

TAMPs Model Marketplaces