MCS is an integrated wealth management platform which automates most daily tasks common to advisors. Our compelling yet intuitive functionality, engaging advisor tools, and reasonable cost set us apart from others.

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We commonly speak with advisors who pay exorbitant fees for an integrated platform, or several disparate systems (performance measurement and reporting, portfolio management and trading, client portal, proposal generation, electronic signature, etc.). MCS provides a consolidated platform which delivers a rich set of features at a fraction of the cost.


MCS addresses dozens of time-consuming tasks that distract advisors from focusing on their clients. By automating tasks like portfolio management, rebalancing, trading, performance reporting, client and prospect communication, and others, our customers experience substantial time savings. This enables them to spend more time on maintaining client relationships and growing their advisory practice. And because our platform is entirely web-based, advisors can access it from anywhere, which supports their mobile lifestyle.


MCS enables advisors to enhance relationships with existing clients and attract new prospects through high quality, accurate and professional presentations. In your branded MCS portal, clients can interact with their investment portfolio, household group, or run financial planning tools on their own. The MCS platform helps your clients understand their investments through interactive and intuitive graphs, and promotes your investment expertise via the MCS-supplied newsletter.

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