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features 0 out of 5 stars
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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Agilis Wealth Management's philosophy centers on empowering you to oversee your clients' wealth effectively while simultaneously fostering greater wealth for them and yourself. Recognizing the importance of adding a personal touch to client interactions, Agilis WM provides an innovative platform designed to give you a comprehensive 360° perspective on your investors, allowing for first-degree management. With features such as Portfolio Rebalancing that keeps you aligned with smart Trade Recommendations, and Trade Order Management that streamlines workflows for swift transactions in response to market dynamics, the platform enhances your operational efficiency. Additionally, our Risk Management tools ensure adherence to both regulatory standards and internal policies, while our Analytics capabilities equip you with essential technical insights. Finally, the Model Portfolio feature allows for effective benchmarking against indices or custom models, ensuring that you are always positioned for success in wealth management. With these resources, you can elevate your practice and deliver exceptional value to your clients.

Description

MSCI Wealth Manager serves as a comprehensive portfolio analytics and management solution tailored for wealth management firms and financial advisors focused on high-net-worth and ultra-high-net-worth clientele. This software enables investment teams to effectively construct, assess, monitor, and articulate client portfolios that encompass both public and private assets. Its robust features encompass risk, factor, and scenario analysis, model portfolio management, drift and exposure monitoring, as well as tax-aware optimization, portfolio proposals, and reporting capabilities. Additionally, it offers tools for evaluating potential client portfolios. The platform allows firms to implement their investment strategies and house views while customizing portfolios to align with client objectives and constraints. MSCI Wealth Manager seamlessly integrates with various wealth reporting and advisory systems, such as Addepar, Orion, Tamarac, and Black Diamond, and provides API-based connections to facilitate efficient portfolio and client data management workflows. This ensures that wealth management professionals can deliver tailored advice and maintain high standards of client service.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Addepar No 
Black Diamond Wealth Platform No 
Envestnet | Tamarac No 
MSCI No 
Orion No 

Integrations

Addepar Yes 
Black Diamond Wealth Platform Yes 
Envestnet | Tamarac Yes 
MSCI Yes 
Orion Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Agile Financial Technologies

Country

United Arab Emirates

Website

www.agile-ft.com

Vendor Details

Company Name

MSCI

Founded

1998

Country

United States

Website

www.msci.com/data-and-analytics/wealth-management/msci-wealth-manager

Product Features

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Product Features

Alternatives

Alternatives

No Alternatives
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