
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.
