Private Model Marketplaces: Showcase and Scale Your Proprietary Models

Your investment models are your intellectual property and a core driver of your firm’s value. The ETF Action Private Model Marketplace provides a secure, gated environment for RIAs, Broker/Dealers, and Asset Managers to showcase, manage, and report on their proprietary investment models to their exclusive network.

Move beyond static PDFs and cumbersome spreadsheets. Our powerful, cloud-based platform gives you the professional tools you need to effectively manage your strategies, empower your network of advisors, and scale your business.

Your Strategies, Your Platform, Your Network

A Private Model Marketplace is an all-in-one solution for firms that build and distribute their own investment strategies. It combines an intuitive model builder, powerful analytics, and automated reporting in a custom-branded environment built exclusively for you and your advisors.

Powerful, Integrated Model Building

Take full control of your strategy creation and management. Our platform provides an intuitive and robust suite of tools designed for financial professionals.

  • Easily create and back-test portfolios with custom positions and benchmarks.
  • Leverage our automated performance engine to generate and compare key performance and risk metrics.
  • Construct sophisticated blended models (UMAs) by mixing and matching different strategies, complete with look-through analytics.
  • Utilize look-through analytics to see a model’s true underlying exposure, from asset class and sector breakdown to aggregate fundamentals.

A Professional Showcase for Your Strategies

Present your models with the clarity and interactivity they deserve. Our fast and intuitive platform allows advisors in your network to navigate, research, and truly understand the unique value of your strategies. The marketplace is designed to provide unparalleled transparency through interactive presentations, institutional-level data from FactSet, and deep research tools.

Automated Reporting and Collateral

Streamline communication and ensure brand consistency across your network. Our platform includes report design and collateral automation tools to eliminate manual work and empower your team.

  • Generate on-demand reports including model proposals, fact sheets, and one-pagers.
  • Work with the ETF Action team to create custom-designed report templates that reflect your firm’s unique branding and disclosures.
  • Automate the delivery of model changes, trade rationales, and performance updates to keep your advisors informed.

Platform Features Designed for Strategists

  • Secure, Gated Environment: Control exactly who has access to your proprietary models.
  • Intuitive Model Builder: Create, back-test, and manage your strategies with ease.
  • Blended Model (UMA) Builder: Combine multiple models into a unified portfolio.
  • On-Demand & Automated Reporting: Generate professional, branded collateral in seconds.
  • Look-Through Analytics: Provide true transparency into underlying portfolio holdings and exposures.
  • Custom Integrations: Seamlessly connect the marketplace to your existing workflow with custom integrations and Single Sign-On (SSO).
  • Team Channels & Custom Dashboards: Enhance internal collaboration and create custom views of the data that matters most to you.

Build Your Private Marketplace

Ready to take control of your model distribution and empower your network?

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