Snowden Lane Partners has announced that it will integrate MSCI Wealth Manager into its advisory ecosystem. It is a technological platform focused on portfolio management for the analysis of public and private assets, as well as tax optimization and the ability for advisors to generate responses for clients.
Specifically, MSCI Wealth Manager was designed to support advisors’ efforts when providing personalized financial advice, quickly showing the risks of each portfolio, as it is based on modeling technology that identifies those assets that deviate from clients’ investment objectives. The platform also integrates risk analysis with proposal-generation and model management tools, which supports a unified advisory experience.
Strategic Vision
In line with Snowden Lane’s commitment to offering comprehensive, personalized, and client-focused advice that supports that growth, the firm adopted MSCI Wealth Manager to equip its team of advisors with tools to differentiate their clients’ experience; compare, align, and customize clients’ portfolios around recommended asset allocations; identify new opportunities; and analyze portfolio data from the investment statements of current and prospective clients, which can be uploaded directly to the platform.
According to Snowden Lane Partners, the alliance follows a successful 2025, during which the firm expanded its capabilities in alternative assets, added senior profiles to further strengthen business development and talent acquisition operations, and continued expanding its advisory team, with new offices in the northeastern and southeastern United States.
“We are delighted to partner with MSCI, as we share a dedication to providing clients with best-in-class tools that enhance their advisory experience. Equally important is that our advisors now have a broader set of tools to continue putting our values into practice, offering clients transparent and individualized solutions for their specific needs. As our firm continues to grow, continuing to reinvest in technological capabilities that enhance the experience of our advisors and clients is essential, and this alliance with MSCI is the most recent example of that,” said Alison Burkett, Executive Vice President and Head of Corporate Development at Snowden Lane Partners.
For his part, Alex Kokolis, Global Head of Wealth at MSCI, said: “MSCI Wealth and Snowden Lane share a vision of advancing portfolio management technology to better respond to the evolving needs of end investors. We are proud to provide Snowden Lane’s advisors with the tools they need to align their clients’ portfolios with their goals, values, and evolving view of risk in today’s complex market environment. MSCI Wealth Manager can help Snowden Lane manage their clients’ specific investment needs efficiently, consistently, transparently, and with confidence.”
