MSCI Wealth ManagerMSCI
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Related Products
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Auria:
About
Auria is a modern wealth-management platform built for ultra-high-net-worth families, single-family offices, multi-family offices, and their advisors. It unites essential capabilities, portfolio management, performance reporting, CRM, secure document management, data aggregation, and multi-entity view, into a single, seamless interface, enabling firms to consolidate asset data from public markets, private equity, real estate, art/collectibles, loans, and liabilities, then visualise a holistic βfamily viewβ across generations and entities. The platformβs βWealth Blueprintβ tool maps complex ownership structures, trusts, and family-owned entities; its reporting engine supports bespoke reports and a configurable client portal; and its CRM and workflow features support notes, tasks, and interactions in one system. Designed to replace spreadsheet-based and fragmented tech stacks, Auria emphasises scalability, clarity, and consolidation of data sources.
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MSCI Wealth Manager:
About
MSCI Wealth Manager is portfolio analytics and portfolio management software for wealth management firms and financial advisors serving high-net-worth and ultra-high-net-worth clients. It helps investment teams construct, analyze, monitor, and explain client portfolios across public and private assets. Features include risk, factor, and scenario analysis; model portfolio management; drift and exposure monitoring; tax-aware optimization; portfolio proposals and reporting; and tools to review prospective client portfolios. Firms can apply their investment models and house views while personalizing portfolios for client goals and constraints. MSCI Wealth Manager integrates with wealth reporting and advisory platforms, including Addepar, Orion, Tamarac, and Black Diamond, and offers API-based connections for portfolio and client data workflows.
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Auria:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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MSCI Wealth Manager:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Auria:
Audience
Family offices, wealth-management firms and advisors wanting a solution to manage complex assets, entities and relationships in one system
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MSCI Wealth Manager:
Audience
Wealth management firms, financial advisors, and investment teams managing client portfolios, including high-net-worth and ultra-high-net-worth portfolios.
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Auria:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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MSCI Wealth Manager:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Auria:
API
Offers API
Not Supported
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MSCI Wealth Manager:
API
Offers API
Supported
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Auria:
Screenshots and Videos |
MSCI Wealth Manager:
Screenshots and Videos |
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Auria:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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MSCI Wealth Manager:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Auria:
Reviews/
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MSCI Wealth Manager:
Reviews/
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Auria:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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MSCI Wealth Manager:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Auria:
Company InformationAuria
United States
auriaplatform.com
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MSCI Wealth Manager:
Company InformationMSCI
Founded: 1998
United States
www.msci.com/data-and-analytics/wealth-management/msci-wealth-manager
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Auria:
Alternatives |
MSCI Wealth Manager:
Alternatives |
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MSCI Wealth Manager:
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Auria:
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MSCI Wealth Manager:
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Auria:
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MSCI Wealth Manager:
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Auria:
Categories |
MSCI Wealth Manager:
Categories |
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Auria:
Integrations
Addepar
Not Supported
Black Diamond Wealth Platform
Not Supported
Envestnet | Tamarac
Not Supported
MSCI
Not Supported
Orion
Not Supported
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MSCI Wealth Manager:
Integrations
Addepar
Supported
Black Diamond Wealth Platform
Supported
Envestnet | Tamarac
Supported
MSCI
Supported
Orion
Supported
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Auria:
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MSCI Wealth Manager:
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