Unlock portfolio personalization at scale
Investors have come to expect distinct portfolios that speak to their specific needs. Our suite of portfolio management solutions enables you to quickly personalize portfolios at scale and create the capacity for long-term business growth. We leverage over 50 years of expertise developing risk analytics, sustainability data, climate technology and private capital insights to help wealth management firms deliver the personalized experience their clients demand.
MSCI Wealth Manager is a web-based platform designed to streamline client portfolio management for home office investment teams and the financial advisors they support. Leveraging MSCI’s financial expertise, MSCI Wealth Manager empowers firms to deliver
personalized client portfolios at scale and facilitate efficient portfolio design, monitoring, and investment proposal generation while ensuring consistency with the firm’s investment strategies.
Discover what you can do with MSCI Wealth
Establish a modern, rules-based approach to help you build, personalize and monitor portfolios.
