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Financial Advisory  + RIAs & Financial Advisors  | 
MSCI, PNC Bank Partner to Deliver Digital Wealth Management Capabilities 

MSCI, PNC Bank Partner to Deliver Digital Wealth Management Capabilities 

MSCI Inc. and PNC Bank have entered into a strategic collaboration to equip PNC’s financial advisors with MSCI Wealth Manager, an all-in-one digital platform that integrates portfolio construction, model management, advanced analytics, and client proposal generation. 

Built on MSCI’s multi-asset class (MAC) risk model, MSCI Wealth Manager enables advisors to quickly assess portfolio risks by identifying asset outliers relative to a client’s stated risk appetite. The platform’s unified ecosystem allows advisors to compare, align, and customize portfolios around recommended asset allocations, creating tailored solutions for a broad range of clients. 

“This collaboration reflects a growing trend across the industry: Advisors are seeking better ways to navigate market complexity and meet evolving client needs,” said Alex Kokolis, Global Head of Wealth at MSCI. 

Through this partnership, PNC’s advisors will have access to institutional-grade research, robust analytics, and advanced portfolio management tools designed to streamline workflow and elevate the client experience. 

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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