MSCI Inc. and PNC Bank have entered into a strategic partnership to provide PNC’s financial advisors with access to MSCI Wealth Manager , a fully integrated digital platform equipped with powerful analytics, portfolio management tools, institutional-grade research and solutions that enable advisors to create a more personalized experience for their end investors.
From high-net-worth individuals and emerging affluent individuals to established large institutional investors, asset and wealth managers are increasingly being asked to create customized portfolios that reflect their clients’ unique financial goals, risk tolerances, and values. MSCI Wealth Manager is designed to enable advisors to provide tailored financial advice to a broader range of clients by integrating portfolio construction, model management, analytics, and client solution generation into a single solution.
MSCI Wealth Manager connects advisors and investment teams through a unified ecosystem based on MSCI’s Multi-Asset Class (MAC) risk model. This solution is designed to identify outliers based on clients’ risk preferences, providing a rapid overview of risk within their portfolios. Furthermore, advisors can compare, adjust, and personalize their clients’ portfolios based on recommended asset allocations within the MSCI Wealth Manager platform.
Also Read: Precoro Launches Mobile AI Expense Automation to Cut Manual Work and Centralize Spend Control
With MSCI Wealth Manager, advisors can:
- Delivering a differentiated client experience by providing essential, transparent multi-asset analytics, risk decomposition tools, and outcome-based investment insights that can be tailored to individual investor goals;
- Leverage MSCI’s deep expertise in index construction, sustainability, private asset coverage, and factor modeling to uncover new opportunities; and
- Analyze portfolio data from current and prospective clients’ investment statements, which can be uploaded directly to the platform.
“MSCI Wealth is proud to support PNC as it continues to elevate the personalized wealth management experience,” said Alex Kokolis, Global Head of MSCI Wealth . “This collaboration reflects a growing trend in the industry: advisors are seeking better ways to navigate market complexity and meet evolving client needs. MSCI Wealth Manager enables firms like PNC to equip their advisors with insights, data, and technology to expand the reach of their advice and support their clients with greater clarity and confidence.”
Source: BusinessWire