MSCI and PNC Bank have entered into a strategic collaboration to provide financial advisers of PNC with access to MSCI Wealth Manager — a fully integrated digital platform with robust analytics, portfolio management tools, institutional-grade research and solutions to help advisers create more personalized experiences for end-investors.
From high-net-worth and emerging-affluent individuals to large, sophisticated institutional investors, asset and wealth managers are increasingly asked to create customized portfolios that reflect their end-clients’ unique financial goals, risk tolerance and values. MSCI Wealth Manager was designed to support advisers’ efforts to provide tailored financial advice to a wider range of clients by unifying portfolio construction, model management, analytics and client proposal generation within a single solution.
MSCI Wealth Manager connects advisers and investment teams through a unified ecosystem built on MSCI’s multi-asset class
