Morgan Stanley’s Portfolio Risk Platform Receives Additional Industry Recognition for Product Innovation
08 Junho 2021 - 10:30AM
Business Wire
Firm Wins Aite Group’s 2021 Digital Innovation in Wealth
Management Impact Innovation Award for Digital Client
Engagement
Morgan Stanley today announced that its Portfolio Risk Platform
has once again been recognized for providing innovative risk
management technology solutions and analytics that help its
Financial Advisors mitigate risk in client portfolios. The Firm has
received Aite Group’s 2021 Digital Wealth Management Impact
Innovation Award in the category of Digital Client Engagement for
its risk management capabilities.
Aite Group’s Digital Wealth Management Impact Innovation awards
program honors innovations achieved by wealth management firms
leveraging technology to surpass the status quo. The Digital Client
Engagement award recognizes Morgan Stanley’s Portfolio Risk
Platform for providing innovative technology that allows advisors
to deliver a differentiated value proposition and enhanced client
service through digital channels, enables deeper understanding of
clients’ needs, and acts as an interface for better relationship
building.
Morgan Stanley’s Portfolio Risk Platform and the risk analytics
integrated into their proprietary platform applications provide
Financial Advisors with a range of benefits that include the
ability to leverage dynamic risk insights across thousands of risk
factors. Built in partnership with BlackRock and powered by
Aladdin®, Financial Advisors are able to instantly analyze an
entire book of business, including assets held away, which helps
identify and mitigate risk in client portfolios.
“We sincerely appreciate the honor from Aite Group recognizing
our team’s work in delivering differentiated digital risk insights
to our clients,” said Chris Scott-Hansen, Managing Director and
Head of Portfolio and Trading Solutions at Morgan Stanley Wealth
Management. “Aladdin® analytics have really helped our Financial
Advisors demonstrate their value by helping clients to understand
the risks in their portfolio and the risks associated with assets
held away. That stress testing has helped them re-balance client
portfolios and has been key to our growth story and the asset
consolidation that we’re seeing.”
The Portfolio Risk Platform has received two additional industry
awards since the platform launched in 2018 that includes Money
Management Institute (MMI) and Barron’s award for digital
innovation in 2019 and the Celent Model Wealth Manager 2021 Award
in the Products and Platforms category.
For more information about Morgan Stanley Wealth Management’s
Portfolio Risk Platform, please visit:
https://players.brightcove.net/644391012001/S1g5wv8HqW_default/index.html?videoId=6128686733001
Morgan Stanley Wealth Management, a global leader, provides
access to a wide range of products and services to individuals,
businesses and institutions, including brokerage and investment
advisory services, financial and wealth planning, cash management
and lending products and services, annuities and insurance,
retirement and trust services.
Morgan Stanley (NYSE: MS) is a leading global financial services
firm providing investment banking, securities, wealth management
and investment management services. With offices in more than 41
countries, the Firm's employees serve clients worldwide including
corporations, governments, institutions and individuals. For more
information about Morgan Stanley, please visit
www.morganstanley.com.
The Aite Group Impact Innovation Award for Digital Client
Engagement was granted to Morgan Stanley Smith Barney LLC (“Morgan
Stanley”) following an evaluation process conducted by Aite Group
analysts. To be considered for this award, Morgan Stanley submitted
an Impact Innovation Nomination Award Worksheet to Aite Group on
March 19, 2021 and provided a live demonstration of Morgan
Stanley’s Portfolio Risk Platform to representatives of Aite Group
on April 7, 2021. Morgan Stanley was the only firm to win this
award out of more than 40 submissions. Aite Group judged each
submission on the following criteria: (1) Level of innovation and
competitive advantage (2) Market needs assessment (3) Impact on
customer experience (4) Impact on customer operational efficiency
(5) Level of new revenue opportunity for the organization (6)
Impact on customer retention/new customer attraction (7) Level of
scalability across customer base (8) Future roadmap.
Aite Group does not receive compensation from the participating
firms in exchange for the award and Morgan Stanley did not pay a
fee to Aite Group in exchange for the award. Morgan Stanley is not
affiliated with Aite Group. This award was granted to Morgan
Stanley based on the time period from March 2021 to May 2021. Aite
Group is an independent research and advisory firm focused on
business, technology, and regulatory issues in financial services
and is responsible for determining the recipient of this award.
© 2021 Morgan Stanley Smith Barney LLC. Member SIPC.
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version on businesswire.com: https://www.businesswire.com/news/home/20210608005423/en/
Media Relations: Katrina Clay,
Katrina.clay@morganstanley.com
Morgan Stanley (NYSE:MS)
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