Finatune
← Investment and Wealth AI

Morgan Stanley AI @ Scale

Morgan Stanley

Enterprise AI for wealth management at Morgan Stanley

app-featureenterprise
WebiOSDesktopEmbedded
Visit Morgan Stanley AI @ Scale

Quick Answer

Morgan Stanley AI at Scale is an enterprise GPT-4 deployment giving 16000 financial advisors AI access to the firm's research library. AskResearchGPT provides Morgan Stanley clients with AI-powered research insights. Requires a Morgan Stanley account.

What It Does

Morgan Stanley's AI provides financial advisors with instant synthesis of research reports and market insights, helps prepare for client meetings by surfacing relevant information, assists with portfolio analysis and investment strategy questions, powers AskResearchGPT for client-facing research access, supports advisor workflows across Morgan Stanley's wealth management platform, and provides AI-driven insights from the firm's research library of over 100,000 documents.

What It Cannot Do

Morgan Stanley's internal AI tools are primarily advisor-facing not directly accessible to retail clients. AskResearchGPT access requires a Morgan Stanley account. The AI provides information and insights but investment decisions remain with advisors. It cannot execute trades or manage portfolios autonomously.

Who Is It For

Primarily Morgan Stanley financial advisors using AI to improve client service efficiency. For clients, AskResearchGPT is available to Morgan Stanley brokerage clients who want AI-powered access to Morgan Stanley investment research.

About Morgan Stanley AI @ Scale

Morgan Stanley is one of the most prominent examples of a major financial institution deploying large language model AI in production. Its AI at Scale initiative built on OpenAI's GPT-4 gives Morgan Stanley's 16,000 financial advisors instant access to the firm's extensive research library, investment insights, and analytical tools through a conversational interface. The system can synthesize complex research reports, answer questions about investment strategies, and help advisors prepare for client meetings. Morgan Stanley has also deployed a next-generation client-facing assistant called AskResearchGPT for direct investor access to investment research insights.

Pricing and Access

enterprise
Requires Morgan Stanley account

Internal advisor tools are enterprise-deployed. AskResearchGPT available to Morgan Stanley brokerage clients. Wealth management services have significant minimums.

Platforms

βœ“Web
βœ“iOS
βœ—Android
βœ“Desktop
βœ“Embedded
βœ—API

How AI Works

LLM Powered

Founded

2023

Headquarters

New York, USA

Related Chatbots

Related Resources