MSCI Wealth ManagerMSCI
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Related Products
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BlazePortfolio:
About
Implement complex models and monitor asset allocations across portfolios with ease. Manage order flow across multiple custodians, asset and security classes. Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems. Features designed to ensure trading compliance and data accuracy. BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker-dealers, family offices, and industry partners. Manage order flow across multiple custodians, asset and security classes. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Implement complex models and monitor asset allocations across portfolios with ease.
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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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BlazePortfolio:
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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BlazePortfolio:
Audience
Investors and anyone looking for a platform to invest and manage their investments
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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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BlazePortfolio:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not 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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BlazePortfolio:
API
Offers API
Not Supported
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MSCI Wealth Manager:
API
Offers API
Supported
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BlazePortfolio:
Screenshots and Videos |
MSCI Wealth Manager:
Screenshots and Videos |
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BlazePortfolio:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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MSCI Wealth Manager:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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BlazePortfolio:
Reviews/
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MSCI Wealth Manager:
Reviews/
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BlazePortfolio:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
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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BlazePortfolio:
Company InformationBlazePortfolio
Founded: 2005
United States
www.blazeportfolio.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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BlazePortfolio:
Alternatives |
MSCI Wealth Manager:
Alternatives |
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BlazePortfolio:
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MSCI Wealth Manager:
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MSCI Wealth Manager:
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BlazePortfolio:
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MSCI Wealth Manager: | |||||
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BlazePortfolio:
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MSCI Wealth Manager:
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BlazePortfolio:
Categories |
MSCI Wealth Manager:
Categories |
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BlazePortfolio:
Investment Management Features
Accounting Management
Supported
Benchmarking
Not Supported
Bonds / Stocks
Supported
Client Management
Supported
Commodities
Not Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Not Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Supported
Risk Management
Not Supported
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BlazePortfolio:
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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BlazePortfolio:
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MSCI Wealth Manager:
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