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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

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.

Description

Seeds is an innovative investment management platform designed specifically for registered investment advisors (RIAs) that prioritizes a human-centered approach. It empowers advisors to gain a comprehensive understanding of their clients' objectives, values, and risk tolerance through an organized onboarding process and advanced risk evaluation tools. With Seeds, advisors can efficiently create and assess tailored, values-driven portfolios, produce polished proposals, execute strategies, and share insightful analyses, all within a cohesive digital framework. The platform enhances operational efficiency by simplifying client onboarding, automating portfolio management, and relieving advisors of tedious tasks, allowing them to dedicate more time to meaningful interactions with clients. Established by seasoned financial advisors, Seeds is transforming the landscape of wealth management by integrating powerful investment capabilities with seamless workflows and a client-focused, empathetic approach. This ensures that advisors can truly align their services with the unique needs of each client they serve.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
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 No 
Live Rep (24/7) No 
Online Support No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

MSCI

Founded

1998

Country

United States

Website

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

Vendor Details

Company Name

Seeds

Founded

2019

Country

United States

Website

useseeds.com

Product Features

Product Features

Alternatives

No Alternatives

Alternatives

BITA Risk Reviews

BITA Risk

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