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Private Wealth Daily

Model marketplaces

Turnkey asset management platforms, model marketplaces, UMA and SMA platforms, and outsourced CIO services for advisors.

9 vendors · Updated October 26, 2026

News on Model marketplaces in your edition and on My Desk.
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Showing 9 of 9Most complete profiles first, then A to Z

55ipIn the news

Tax-managed portfolio implementation software for advisors and wealth firms

  • RIAs
  • Broker-dealers
  • Asset managers

Portfolio management6 integrationsCustom quote

Wilshire

Indexes, investment analytics and model portfolios for institutions and advisors

  • Broker-dealers
  • RIAs
  • Family offices
  • Asset managers

Data & research6 integrationsCustom quote

FusionIQ

White-label digital advice and self-directed investing platform

  • Banks and trust companies
  • RIAs
  • Broker-dealers
  • Asset managers

Client experience4 integrationsCustom quote

Tick two to four vendors, then compare them side by side.

Model marketplaces: questions to ask before you buy

  1. What is the all-in cost to the client, including strategist, platform and fund fees?
  2. How much control do we keep over models, tax management and client conversations?
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Model marketplaces in the news

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