PNC and MSCI Form Strategic Collaboration for Wealth Management Solutions

MSCI and PNC Bank have entered a strategic collaboration to provide PNC financial advisors with access to MSCI Wealth Manager, a digital platform with analytics and portfolio management tools. This collaboration aims to help advisors create personalized experiences for investors and navigate market complexity. The solution is built on MSCI's multi-asset class risk model.

MSCI Inc. and PNC Bank have entered a strategic collaboration to provide PNC financial advisors with access to MSCI Wealth Manager, a digital platform designed to support personalized investment experiences. This collaboration aims to help advisors navigate market complexity and create tailored financial solutions for their clients.

MSCI Wealth Manager is a fully integrated digital platform that offers robust analytics, portfolio management tools, and institutional-grade research. It is built on MSCI's multi-asset class (MAC) risk model, which helps advisors quickly identify and manage risks in clients' portfolios. The platform allows advisors to compare, align, and personalize asset allocations to meet clients' unique financial goals, risk tolerance, and values.

The collaboration between MSCI and PNC Bank is designed to support advisors in providing transparent, multi-asset analytics and outcome-based investment strategies. This will enable advisors to differentiate their clients' experiences and create more personalized financial advice. By unifying portfolio construction, model management, analytics, and client proposal generation within a single solution, MSCI Wealth Manager aims to streamline the investment process and enhance the overall client experience.

MSCI Wealth Manager is available to PNC financial advisors, who can use the platform to create customized portfolios for high-net-worth individuals, emerging-affluent clients, and large institutional investors. The platform's robust analytics and risk decomposition tools allow advisors to quickly identify and address potential risks, ensuring that clients' portfolios are aligned with their investment objectives.

This collaboration underscores the importance of technology and data-driven insights in modern wealth management. By leveraging MSCI's advanced analytics and portfolio management tools, PNC advisors can provide more personalized and effective investment solutions to their clients.

[1] https://www.marketscreener.com/news/pnc-financial-services-bank-listed-as-commercial-vendor-on-treasurya-s-financial-management-quali-ce7c51dbdf8ef72d
[2] https://altruist.com/portfolio-management/
[3] https://www.businesswire.com/news/home/20250813552238/en/MSCI-Forges-Strategic-Collaboration-with-PNC-Bank-to-Expand-Personalized-Wealth-Management