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MSCI Wealth Manager
Portfolio risk analytics, tax-aware optimization and proposal tools for wealth managers, from MSCI
New York, NY, USPublic (MSCI)msci.comNot yet confirmed by the company
What it does
MSCI Wealth Manager is MSCI's portfolio analytics product for wealth management firms, family offices and their advisors. It is meant to sit inside a firm's existing portfolio management and reporting stack and apply institutional risk and optimization models to individual client portfolios while keeping the firm's house view.
The product covers risk, factor and scenario analysis across public and private assets; tax-aware optimization that limits realized gains and supports household-level asset location; building client portfolios from firm-approved models with client preferences and constraints; drift and exposure monitoring with alerts across thousands of accounts; AI-assisted extraction of prospect statements to spot concentrations and gaps; and client-ready proposals. It connects through APIs to platforms such as Addepar.
MSCI Inc. is a public company listed on the NYSE and based in New York. Pricing is by quote through a demo request.
Best for
- Serves
- RIAs, Family offices
Features
- Multi-asset risk and factor analytics
- Tax-aware portfolio optimization
- Household asset location
- Drift and exposure monitoring
- Prospect statement extraction
- Client proposal generation
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Integrations
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