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Craft your ideal client investment model in record time with professionally built, research-driven models.
Enjoy free access to browse and select models from the marketplace.
Whether you're a small, independent advisor or part of a large, multi-advisor firm, RIAs of any size can create a competitive advantage using the Model Marketplace.
Browse all models, or filter on Risk, Asset Class, attributes like Global asset allocation or Sector Selection, and Rebalance Frequency. When you find the model you like, simply select it and it's ready to use in TWS.
Models from the Marketplace are designed to be used right out of the box, to save you time.
You may also customize your allocations by adding ETF's from any model on the Marketplace to create a truly unique model of your own.
Reduce the burden of designing and managing client portfolios by selecting from top-tier vendor models designed by Cambria Investments, WidsomTree, John Hancock Investment Management, Global X, AGFiQ and many more. Our expert vendors spend their time crafting top-quality models so you can spend your time managing your clients.
See how easy it is to enable and use the Model Marketplace from within TWS.
Information on the Model Marketplace website and related pages and materials is intended for viewing and use by investment professionals only, and may not be distributed to members of the public. Materials and information made available through the Model Marketplace are provided by third-party model providers who are separate and unaffiliated with Interactive Brokers LLC. Interactive Brokers has not prepared the information or materials associated with the models listed in the Model Marketplace and has not verified or approved this content. Interactive Brokers LLC assumes no responsibility for any information or recommendation contained in any of the model portfolio materials and disclaims any responsibility for any investment decisions or for the suitability of any transactions advisors undertake based on this information. Reference to specific models or ETFs should not be construed as recommendations by Interactive Brokers LLC. Advisors using the Model Marketplace are solely responsible for any transactions they make in their clients' accounts based on the model portfolio information. Interactive Brokers LLC receives no compensations from the ETFs or their issuers offering the model portfolios available in the Model Marketplace. Model Marketplace is only available for US Registered Advisors.
Get Started with the Advisor Model Marketplace
Before you can use the Model Marketplace, you must enable both Model Portfolios and the Model Marketplace in Client Portal.
To enable:
Once enabled, you can use these features in Desktop TWS version 979 or later.