List of MSCI Wealth Manager Customers
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United States
Since 2010, our global team of researchers has been studying MSCI Wealth Manager customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased MSCI Wealth Manager for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using MSCI Wealth Manager for Asset and Wealth Management include: PNC Bank, a United States based Banking and Financial Services organisation with 53859 employees and revenues of $20.81 billion, Callan Family Office, a United States based Banking and Financial Services organisation with 26 employees and revenues of $50.0 million and many others.
Contact us if you need a completed and verified list of companies using MSCI Wealth Manager, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The MSCI Wealth Manager customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Callan Family Office | Banking and Financial Services | 26 | $50M | United States | MSCI | MSCI Wealth Manager | Asset and Wealth Management | 2024 | n/a |
In 2024, Callan Family Office deployed MSCI Wealth Manager to unify public and private asset insights and scale risk-aware, personalized portfolio guidance across client portfolios in the United States. The deployment targeted wealth and family office portfolio construction and reporting within the Asset and Wealth Management category, centralizing multi-asset analytics and client reporting workflows. Implementation emphasized configuring portfolio construction templates and reporting views to incorporate private asset valuation inputs and aggregated public market exposures.
MSCI Wealth Manager was used to surface private asset risk metrics alongside public market analytics, establishing consistent multi-asset advice processes and risk-aware guidance for advisors. Operational scope was focused on client portfolios managed by Callan Family Office in the United States, with governance centered on standardized reporting and portfolio construction workflows to support scalable, personalized advice. The implementation improved visibility into private asset risk and enabled more consistent, multi-asset advice at scale.
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PNC Bank | Banking and Financial Services | 53859 | $20.8B | United States | MSCI | MSCI Wealth Manager | Asset and Wealth Management | 2025 | n/a |
In 2025, PNC Bank entered a strategic collaboration to provide its financial advisors with access to MSCI Wealth Manager. MSCI Wealth Manager is an Asset and Wealth Management application deployed to deliver more personalized, analytics-driven portfolio proposals and advice across PNC's U.S. advisor base.
The implementation focuses on wealth and advisory workflows with emphasis on portfolio construction capabilities, analytics-driven proposal generation, client-level personalization, and institutional-grade analytics for portfolio modeling. MSCI Wealth Manager’s functionality is positioned to standardize portfolio construction practices and to support advisor decisioning through scenario analysis and proposal automation.
The agreement explicitly targets advisor workflows and portfolio construction within PNC’s wealth/advisory business function, covering the Bank’s U.S. advisor base as the initial operational scope. PNC Bank deployed MSCI Wealth Manager for Asset and Wealth Management to scale personalization and to provide institutional analytics to client-facing advisors.
Governance and rollout are framed around advisor adoption and workflow alignment, with program-level coordination expected between advisory management and portfolio governance teams to operationalize new analytics and proposal processes. The collaboration is intended to scale personalization and institutional-grade analytics for PNC’s clients, providing a platform-level enhancement to advisor workflow and portfolio construction practices.
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Buyer Intent: Companies Evaluating MSCI Wealth Manager
- SolStars, a United States based Distribution organization with 300 Employees
- Lincoln University, a United States based Education company with 1500 Employees
- PNC Bank, a United States based Banking and Financial Services organization with 53859 Employees
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