Integrations
MSCI Wealth Manager
Send your clients' financial data and taxonomies from Addepar to MSCI Wealth Manager to design risk-aware portfolios.
Asset class and risk factor modeling |
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Customize client portfolios and outcomes |
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The Addepar API connectivity supports MSCI Wealth Manager's integrated data platform |
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Manage and execute portfolios |
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Authentication |
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Capabilities |
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Transmission type |
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Frequency |
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Required access level |
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Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
View Configuration GuideSign in to MSCI
Navigate to wealth.msci.com and sign in to your account
Connect the integration
From the account icon in your dashboard, navigate to Integrations and select to 'Integrate' Addepar.
Sign in to Addepar to verify the connection
It can take up to 20 minutes to pull all of your Addepar data into the MSCI application. When this process is complete, you will be able to analyze the risk of all your clients within the MSCI risk application.
Note
It can take up to 20 minutes to pull all of your Addepar data into the MSCI application. When this process is complete, you will be able to analyze the risk of all your clients within the MSCI risk application.