MSCI Wealth Manager
Construct, analyze and explain complex client portfolios across public and private assets with advanced portfolio analytics that easily integrate into your existing workflows, supporting tax-aware decisions and scalable oversight. MSCI Wealth Manager acts as an investment intelligence layer, enhancing how you understand and manage client relationships — all without compromising your firm’s house view.
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An institutional investment engine, designed for wealth.
For wealth managers hampered by fragmented visibility and analytics tools that don’t connect, MSCI Wealth Manager enables you to scale oversight and make tax-aware decisions, all without disrupting the service your clients expect.
Assess risk, factor and scenario analytics across public and private assets for a total portfolio view.
Embed tax-optimization
Build tax awareness into portfolio decisions, minimizing realized gains and enabling household-level asset location optimization.
Integrate into existing workflows
Connect quickly into existing portfolio management, reporting and advisory platforms such as Addepar via APIs without overhauling your system.
How MSCI Wealth Manager can help you
Intelligence for complex client proposals
Translate your firm's investment solutions into clear, personalized narratives — equipping advisors to communicate unique value and help clients understand exactly how their portfolio is working for them.
Callan Family Office: Scaling Risk Insights with MSCI
By unifying public and private asset insights in a single platform, Callan Family Office delivers personalized, risk-aware portfolio guidance at scale.
"A total portfolio perspective helps us visualize how risk is distributed across a client's portfolio, including both public and private assets, and how risk changes over time."
Daniel Burke
CTO, Callan Family Office
Have specific questions about MSCI Wealth Manager?
It connects through open APIs to leading portfolio and advisory platforms — including Addepar and other adviser workstations. Third-party integrations synchronize models, client data and exposures as data becomes available, without requiring system replacement.