Solution introduction

Clients expect personalized portfolios. Now deliver it at scale

A new rules-based approach to portfolio management

Find a competitive edge in meeting clients’ personal goals while adhering to your firm’s market views. MSCI Wealth Manager, formerly known as Fabric, offers a technology platform for portfolio design, customization and analytics, fully integrated with our indexes, sustainability data and private asset insights.

Personalize portfolios
Design portfolios aligned with clients’ unique goals with enhanced ability to personalize around taxes, risk tolerance, values and climate.

Share house views
Set and distribute your firm-wide investment strategies and models directly within your advisors’ workflows.

Custom reporting and proposal generation
Deliver insights and proposals tailored to client needs, fostering stronger relationships through personalized, data-driven conversations.

Monitor adherence
Monitor portfolio alignment with target models, run stress tests and generate tailored reports to communicate risk and performance to clients.

Rebalance to needs
Assess the impact of portfolio changes on client goals, optimizing for taxes and transaction costs, with rebalancing to fit client needs.

Analyze private assets
Model private asset risks and returns to show clients the benefits of multi-asset portfolios, including those with private equity and real estate assets.

 

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