NEWTech
Morgan Stanley (MS) Offers AI Agents Access to Wealth Management Tools
Published on 6/3/2026

AI Summary
Morgan Stanley (MS) will soon enable AI agents from various corporations to access its wealth management platforms, ShareWorks and Equity Edge. This shift could enhance operational efficiency and client service, allowing the firm to leverage $1.2 trillion in assets attributed to its workplace strategy. By 2025, Morgan Stanley aims to provide access to its 3,400 administration clients, positioning itself as a pioneer in the integration of AI in wealth management. The firm currently manages the largest wealth management division globally, with $7.35 trillion in client assets.



