About Modelist:
Modelist is a custom investment model platform serving independent RIAs and RIA aggregators. Acting as the hybrid between the do-it-yourself advisor and a fully outsourced investment manager, Modelist creates hyper-customized model portfolios tailored to each advisor’s brand, philosophy, and client base.
Advisors have enhanced transparency into every strategy, rule set, and holding while receiving white-labeled research, compliance documentation, fact sheets, and marketing content that reinforce their brand identity.
Summary
Modelist focuses on understanding markets and designing customized investment solutions that elevate advisors’ brands. However, to deliver its data and model insights at scale, the firm needed a centralized, advisor-facing platform that could translate complex portfolio data into clear, branded visuals and reports. By integrating YCharts, Modelist aimed to provide every advisor firm in its network with real-time data, automated comparisons, and client-ready visuals preloaded with their own custom portfolios.
The result: advisors get access to a fully branded, white-labeled research and proposal environment that showcases their investment story and approach without the usual internal complexity.
The Challenge
Before adopting YCharts, Modelist’s advisors relied on ad hoc data requests for key metrics like expense ratios, holdings, yields, and asset-class exposures. Information was delivered reactively, and the absence of a centralized visualization tool made it more difficult for advisors to independently analyze portfolios and present their investment philosophy to clients.
Without a centralized visualization and proposal platform, maintaining brand consistency and scaling personalized communication across its advisor network became increasingly difficult. Modelist needed a solution that could help deliver daily data and enhanced transparency, eliminating manual work while supporting advisors to provide clear, consistent, and on-brand insights to every client.
We’ve been users of YCharts for a long time internally and have been consistently impressed by how much it can do in such a simple, intuitive way. Bringing that same capability to our advisor clients helps them to run analyses and, more importantly, communicate those insights to prospects and clients all in one system that we organize for them.” – Joe Mallen, CEO, Modelist
The Solution
Modelist integrated YCharts as its proposal and analytics hub for every advisor relationship. The platform now powers daily data updates, holdings transparency, and automated comparison tools, functions that once required an internal investment specialist.
YCharts serves as the unified front end through which advisors conduct proposals, performance analysis, and peer comparisons, all branded under their own firm identity. Each advisor receives a curated YCharts experience customized to how their Modelist portfolios operate, preloaded with their model sets and naming conventions streamlined for integration into their client conversations.
By combining Modelist’s custom models with YCharts’ proposal tools, we’ve given advisors a way to tell their investment story visually, clearly, and in their own brand voice.”
The Results
- Provided advisors a way to articulate their investment philosophy to clients and prospects through dynamic visuals and data-backed narratives.
- Simplified side-by-side analyses between client portfolios and proposed Modelist models, helping support more informed and engaging client conversations.
- Supported advisors in showcasing their unique investment process and standing apart from other model providers.
- Positioned advisors to take a more active role in presenting their investment process, not intermediaries for an OCIO or asset manager, giving enhanced transparency and control over their models and messaging.
- Allowed Modelist to help update and synchronize each advisor’s YCharts environment, ensuring model data and visuals remain up-to-date and consistent.
- Reduced manual data work while supporting greater consistency, transparency, and productivity across the entire advisor network.
Our advisors can now show their approach with evidence. Every proposal, every conversation, every client touchpoint reflects their investment DNA.”
Joe’s Advice:
“We encourage advisors to think critically about how they communicate their potential value to clients. By leveraging cost-effective, data-driven tools like YCharts in partnership with Modelist, you can keep your brand and enterprise value front and center while still benefiting from scalable, outsourced research and technology that amplifies your practice,” Joe said.
Join leading firms like Modelist in scaling their advisor networks with transparency, consistency, and efficiency. From proposal generation and performance analysis to model management and branded reporting, YCharts can help teams to save hours of prep, support stronger client trust, and deliver every insight with clarity and confidence.
With real-time model updates, firm-branded reports, and unified collaboration tools, YCharts helps teams to save hours of prep, strengthen client relationships, and grow together on one platform.
1. Supports Consistent, Firm-Wide Reporting and Proposals
2. Unified Collaboration Across Advisors and Teams
3. Supports More Efficient, More Confident Client Conversations
Disclosure:
This material is for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any security. Any references to portfolio models, analytics, workflows, advisor experiences, or operational efficiencies are illustrative only and may not be representative of the experience of all clients. Past performance does not guarantee future results. Testimonials or endorsements reflect the experience of a specific client and may not be indicative of the experience of other clients. No compensation—cash or non-cash—was provided in exchange for any testimonial or endorsement appearing in this material. Modelist and YCharts are separate and unaffiliated companies. Advisors are solely responsible for ensuring that the use of these tools, data, and materials complies with their firm’s compliance policies and applicable regulatory requirements. All trademarks and service marks are the property of their respective owners. Information is believed to be reliable but is not guaranteed for accuracy or completeness.