Morgan Stanley Expands Wealth Management Access with External AI Agents

Morgan Stanley plans to allow external AI agents direct access to its stock administration platforms, enabling corporate clients to manage complex stock plans without human intervention. This move positions the firm as an early adopter in opening financial systems to agentic AI tools.

By Hugh Son · CNBC ·

Morgan Stanley Expands Wealth Management Access with External AI Agents

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Topics: AI Morgan Stanley stock administration platforms wealth management

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