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Wealth Utilities

MSCI Wealth

Portfolio Management and Analytics for Modern Wealth Advisors.

"MSCI Wealth provides portfolio construction, analytics, and reporting tools designed to help RIAs manage client portfolios more effectively. It offers sophisticated risk management capabilities and supports informed investment decision-making. Firms use MSCI Wealth to enhance portfolio performance, manage risk exposure, and deliver comprehensive client reporting."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #120 in Wealth Utilities
Validated Adoption
92 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Portfolio construction and optimization
Risk analytics and stress testing
Factor-based portfolio insights
Regulatory reporting tools
Client communication materials

Primary Use Cases

Portfolio construction and optimization
Risk assessment and stress testing
Client reporting and communication

Agentic Intelligence Briefing

"MSCI Wealth empowers wealth advisors with advanced portfolio analytics and risk management tools to optimize investment strategies and enhance client outcomes."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive portfolio analytics
Institutional-grade data
Risk management tools

Adoption Hazards

Potentially complex implementation
Pricing may be a barrier for smaller RIAs without significant AUM
Lacks transparency in pricing without direct inquiry

Stack Compatibility Profile

How MSCI Wealth integrates into institutional RIA stacks.

92 Firms Analyzed
Nitrogen Wealth
78%
Stack Correlation
Riskalyze Online
71%
Stack Correlation
NDEX
63%
Stack Correlation
Elements Financial Planning
62%
Stack Correlation
ROL
57%
Stack Correlation
Google Tag Manager
42%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and wealth management firms
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1FactSet
2Morningstar Direct

Value Proposition

"Elevate your investment management with institutional-grade analytics and risk management, enabling you to build more robust portfolios and deliver superior client outcomes."

Audit Your RIA Stack

See how MSCI Wealth fits into your overall tech efficiency score.

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