Simplified Model Integration Into 401(k) Plans

American Trust Custody created ModelxChange® to allow 401(k) professionals to seamlessly incorporate investment models into a retirement plan. This single, web-based interface is ideal for those professional money managers, investment advisors, and plan recordkeepers who want to stay at the forefront of the 401(k) marketplace by providing plan sponsors and participants with a cutting-edge managed account solution.

A Single System for Model Managers to Create & Execute Models for the 401(K) Marketing Place 

ModelxChange® uniquely provides money managers with a single system for the creation, execution, and ongoing management of mutual fund and ETF investment models for the 401(k) marketplace. Through this easy-to-use interface, managers can set up and manage their investment models, and then deliver those models and the investment changes to all of their  401(k) plans as adjustments are made to the model — without having to log in to each separate recordkeeping system every time a change is made.

Through ModelxChange®, money managers can also set security and cash targets, as well as specific investment exclusions requested by the plan fiduciary. The flows, asset levels, and detailed information related to the plan are right at the manager’s fingertips through the easy-to-navigate website. Additionally, management fees can be accrued daily and automatically paid monthly.

Advisors Can Access A Full Stable of Professionally Managed Models Or Build Their Own

Plan investment advisors are able to construct their own models through ModelxChange®, or leverage a stable of third-party managers with proven track records to help differentiate their practices. ModelxChange® provides investment advisors with access to “best-of-breed” money managers and simplifies the due diligence screening process by providing manager profiles, descriptions, performance data, and other details of each model — reducing the amount of time required to review the myriad of data to make an effective choice for a client.

Plus, with the seamless integration ModelxChange® provides for the management of investment models, advisors can be assured that their client’s plan is always in sync with the Model Manager’s recommendation.

Modelxchange® Gallery Adds Models from Top Asset Managers Across Strategies

ModelxChange Gallery® provides access to ETF and mutual fund model portfolios from many of the top asset managers in the world. With strategies across asset classes and risk tolerances, including outcome and target-based strategies, Advisors can select the model portfolios or combination of model portfolios that are most suitable for each client or retirement plan participant.

ModelxChange® Eliminates for Recordkeepers the Hassles of Incorporated Models into Plans

Historically, the process of coordinating all the moving parts required for plan recordkeepers to manage an investment model within a retirement plan effectively has been tedious. Each time the advisor or asset manager submits a change to the investment model, it results in a stream of trades and record adjustments to keep the plan in compliance. This means client accounts are always in sync with the model strategy.

ModelxChange® streamlines this process by seamlessly coordinating all the moving parts required to handle a model within a retirement plan. This includes not only the syncing of the model with the plan accounts — automatically handling specific investment exclusions — but also providing reporting metrics and all the necessary tools advisors have come to expect so they can easily fulfill their fiduciary responsibility.

Increased Operational Efficiencies & Unique Investment Choices 

ModelxChange reduces the time and hassle of reviewing and selecting model portfolios. For example, a research area on our client site contains manager profiles, descriptions, performance data and other details of each model — reducing the amount of time required to review the myriad of data in order to make an effective choice for a plan or client. Additionally, the cost of each model portfolio to the investor is fully transparent, with the management fee, ModelxChange platform fee, and underlying funds expenses all broken out as part of the total expense ratio.

Let’s Talk

Please Enter Your Information Below: