Back
Logo

Integrations

MSCI Wealth Manager

Send your clients' financial data and taxonomies from Addepar to MSCI Wealth Manager to design risk-aware portfolios.

Last updated: 05-01-2025

Asset class and risk factor modeling

  • MSCI Wealth Manager’s scenario-based portfolio sensitivity analysis allows you to adapt investment models to your market outlook and changes in asset allocation.

Customize client portfolios and outcomes

  • Design investment strategies that express your firm’s core views and customize portfolios for each client based on their objectives.

The Addepar API connectivity supports MSCI Wealth Manager's integrated data platform

  • The seamless MSCI Wealth Manager integration allows you to pull in client data, target allocations, and asset class attributes for your specific portfolio design.

Manage and execute portfolios

  • Identify clients and prospects that need your insight and guidance. Go beyond two-dimensional portfolio rebalancing while optimizing for risk and return.