Model Market Center
Simplified access to models from leading money managers, powered by iRebal®.
Flexible and efficient model management with you in the driver's seat
Model Market Center makes it easy for you to tap into hundreds of models from leading money managers—most available without a strategy fee.1 A seamless integration with iRebal, our powerful rebalancing platform, allows you to personalize and blend models with your own in-house strategies to create a truly personalized approach that meets your clients' unique needs. And with full authority over trading and rebalancing, you are always in control.
With Model Market Center, you can:
- Access over 500 asset allocation models from a wide array of leading money managers—most available without a strategy fee.
- Streamline portfolio construction and rebalancing while maintaining the flexibility to customize models around your clients' needs.
- Drive efficiency by potentially reducing time and cost related to investment management, trading administration, and client paperwork.
- Maintain full control over key investment decisions, including timing of rebalances and implementation of money manager model updates.
- Compare models through an integration with the FinMason Model Impact Tool.
Explore all that Model Market Center has to offer
Have questions about Model Market Center? We have the answers.
View all the asset allocation models available to you.
Schwab tech that sets advisors apart
Model Market Center and iRebal are part of Schwab's expanding suite of digital wealth management solutions—all designed to help firms streamline investment management and have more time to focus on their clients. Whether you're exploring independence or curious about the difference that having Schwab as a custodian can make, we're here to help.
1 Standard Schwab custody fees and fund management fees apply. For models that charge a Strategist Fee: The Strategist Fee, in basis points, is set by the model manager and can be seen directly on Models page in Model Market Center.
Material made available through the Model Market Center is provided by affiliated and unaffiliated Model Managers and information providers. Schwab has not paid for or been involved in the preparation of the content, and has not verified, endorsed or approved the content. Schwab assumes no responsibility for any fact, recommendation, opinion, or advice contained in any such model portfolio or materials and expressly disclaims any responsibility for any investment decisions or for the suitability of any security or transaction based on it. Any mention of specific managers and/or models should not be considered an endorsement or recommendation by Schwab. Users of Model Market Center are responsible for all upfront and ongoing manager and model due diligence.
Certain model attributes are sourced from Informa PSN. The PSN Data Set and any other Informa content is supplied by Zephyr, A Division of Informa Business Intelligence, Inc. The PSN Data Set may not be copied or distributed and is not warranted to be accurate, complete or timely. Schwab and Informa Business Intelligence, Inc. are separate unaffiliated companies and are not responsible for each other's services.
Schwab typically receives remuneration from ETFs and mutual funds and/or their managers that participate in the MMC for administrative and/or other services.
Model Market Center leverages iRebal® to provide independent RIAs access to model portfolios provided by affiliated and unaffiliated Model Managers.
Schwab and FinMason are separate, unaffiliated companies. Schwab is not responsible for each other's opinions, policies, and services. The FinMason Model Impact information, printouts, and any information from the Model Market Center is intended for investment professional use and viewing only and is not a substitute for appropriate model or other investment due diligence. It may not be distributed to members of the public, nor used in written form as sales literature for public use.