how it works
1. CONSULT
We start with a deep dive into your firm’s history, culture, client needs, and operational preferences to design a strategy that fits seamlessly into your practice.
2. BUILD
Using our extensive library of evidence-based strategies, we construct customized, white-labeled investment models that align with your practice.
3. execute
Flexible implementation allows you to trade at your custodian, utilize third-party platforms, or integrate direct indexing and tax-managed solutions for optimized execution.
4. SUPPORT
Ongoing market insights, trade rationales, and compliance-ready materials ensure you stay ahead, while our team provides continuous updates and support for your models.
How Modelist Transforms
Advisor Practices
No two advisors are the same, and neither are their investment solutions. Modelist adapts to your needs, whether you’re a hands-on portfolio manager, an advisor relying on third-party models, or looking to integrate direct indexing seamlessly.
Here’s how we’ve helped different advisors take their practice to the next level:
The DIY Advisor: More Time, More Efficiency, More Growth
Challenge: This advisor built their own allocations using fund-scoring software and hours of research. Their process was time-consuming, required extensive documentation for compliance, and resulted in a broad, unwieldy fund lineup.
How Modelist Helped:
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Streamlined Portfolio Management
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Enhanced Compliance
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Optimized Fund Selection
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Competitive Edge
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Client Engagement
The Result: The advisor kept control over their strategy but now operates more efficiently, spending more time with clients and winning new business with a polished, scalable investment offering.
The Third-Party Model User: Lower Costs, Stronger Brand, True Fiduciary Alignment
Challenge: This advisor relied on a third-party model provider, where the "free" models came with a catch—the model's total expense ratio was 0.40%, and they were effectively marketing another asset manager’s brand, not their own.
How Modelist Helped:
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Reduced Client Costs
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Reclaimed Their Brand
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Fiduciary First
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Outsourced Trading
The Result: The advisor cut costs for their clients, strengthened their brand positioning, and could confidently say they were offering the best available investment choices—not just the ones tied to a “free” model.
The Direct Indexing Innovator: Full Customization, Scalable Tax Efficiency
Challenge: This advisor wanted a flexible investment approach that worked for both high-net-worth clients needing direct indexing and smaller clients who still required tax-efficient model solutions. Their current setup was fragmented and difficult to scale.
How Modelist Helped:
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Integrated Direct Indexing
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Scalable Tax Overlay
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Holistic Investment Structure
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Optimized Execution
The Result: The advisor eliminated portfolio fragmentation, ensuring that every client—from smallest to largest—received the right balance of customization, tax efficiency, and scalability.
