- Morgan Stanley (MS, Financial) receives dual recognition at the 2025 Celent Model Wealth Manager Awards for technology innovation.
- The firm is honored for its SMA Matching and Transition Analysis Tools and AI @ Morgan Stanley Debrief tool.
- These awards emphasize Morgan Stanley's commitment to leveraging technology in wealth management.
Morgan Stanley (MS) has been awarded two prestigious 2025 Celent Model Wealth Manager Awards, signifying its dedication to innovative technology solutions in wealth management. The firm distinguished itself in the Data and Analytics category with its SMA Matching and Transition Analysis Tools, and in the Emerging Technologies category with the AI @ Morgan Stanley Debrief tool.
The SMA Matching and Transition Analysis Tools empower advisors by providing a comprehensive understanding of client portfolios, identifying overlaps, and offering actionable insights on potential tax implications. This initiative has led to over 20,000 Transition Analyses and the creation of more than 5,000 transition reports.
Additionally, the AI @ Morgan Stanley Debrief tool employs generative AI to assist financial advisors in client meetings by automating tasks such as notetaking and summarizing, thus enabling advisors to focus more on client interactions.
Jed Finn, Head of Morgan Stanley Wealth Management, expressed pride in the recognition, stating, "These awards validate our commitment to leverage technology to build a differentiated platform for our Financial Advisors."
Morgan Stanley’s achievements in technology innovation highlight its strategic emphasis on enhancing the capabilities of financial advisors through cutting-edge tools and platforms. The firm continues to set benchmarks in the industry, furthering its commitment to meeting the evolving needs of wealth management clients.
