Morgan Stanley Wins 2021 MMI/Barron’s Industry Award for Wealth Manager Platform of the Year
11 Novembro 2021 - 07:02PM
Business Wire
Morgan Stanley announced today that the Firm has been honored as
the Wealth Manager Platform of the Year in the 2021 Money
Management Institute (MMI)/Barron’s Industry Awards.
The Wealth Manager Platform of the Year category recognizes a
wealth manager platform that exemplifies innovation in delivering
better outcomes for investors and Financial Advisors. Morgan
Stanley received this award for its combination of strategic
acquisitions, advisory product expansions and cutting-edge
technology enhancements on its investment advisory platform, which
assist Financial Advisors in growing their business efficiently and
delivering a superior client service experience. Morgan Stanley was
recognized for driving technology innovation with the seamless
integration and enhancements to its portfolio management
capabilities, including:
Investment Proposal Tool: A fully integrated all-in-one
investment proposal tool linking portfolio construction, research
and risk in a seamless investment proposal solution that Financial
Advisors can use with new and existing clients across multiple
accounts and programs.
Strategy Builder: This technology was enhanced to include the
Portfolio Management advisory program, allowing Financial Advisors
to tailor advisory investment solutions for clients across Morgan
Stanley and Financial Advisor discretionary programs in an
efficient manner that integrates investment product research engine
("Investment Screener") and risk analytics powered by BlackRock’s
Aladdin (“Portfolio Risk Platform”).
“It is truly an honor to once again be recognized by
MMI/Barron’s as the Wealth Manager Platform of the Year,” said Andy
Saperstein, Co-President of Morgan Stanley and Head of Morgan
Stanley Wealth Management. “This award is a testament to our
continued consistency and commitment to providing our Financial
Advisors with virtually unmatched technology and investment
advisory solutions that can benefit our clients.”
Since its inception, the annual MMI/Barron’s Industry Awards
recognizes innovation and leadership in the investment advisory
solutions industry and celebrates outstanding achievement by
honoring firms that have raised the bar by delivering superior
solutions for financial advisors and investors. Founded in 1997,
the Money Management Institute is an industry association
representing financial services firms that provide financial advice
and professionally-managed investment advisory solutions to
investors.
For more information about Morgan Stanley’s MMI/Barron’s
Industry Award honors as well as a full list of this year’s
honorees, please visit -
https://www.mminst.org/mmi-news/mmi-and-barron%E2%80%99s-announce-winners-2021-industry-awards
About Morgan Stanley Wealth Management
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.
About Morgan Stanley
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.
Nominations for the 2021 MMI/Barron’s Industry Awards were
reviewed and evaluated by a specially appointed MMI Industry Awards
Steering Council and the MMI Membership Experience Committee (MEC).
The council and committee members represent all segments of the MMI
membership—asset managers, wealth managers and solutions providers.
The Steering Council and MEC reviewed the nominations based on: (1)
Level of innovation and forward-thinking; (2) Potential to effect
noticeable change in the investment advisory industry; (3)
Advancement of existing investment advisory practices and
protocols; and (4) Potential to deliver improved outcomes for
financial advisors and investors.
After carefully reviewing the nominations submitted, the
Steering Council and MEC determined a slate of finalists in each
award category. The primary contacts at each of MMI’s 182 members
firms were eligible to vote to determine the winners in each
category. Morgan Stanley was the only firm to win this award out of
more than 100 submissions.
MMI/Barron’s does not receive compensation from the
participating firms in exchange for the award and Morgan Stanley
did not pay a fee to MMI/Barron’s in exchange for its receipt of
the award. Morgan Stanley is a member of MMI and pays a fee to MMI
as part of its membership dues. Morgan Stanley’s receipt of this
award is not indicative of any future performance.
© 2021 Morgan Stanley Smith Barney LLC. Member SIPC.
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version on businesswire.com: https://www.businesswire.com/news/home/20211111006124/en/
Media Relations Contact: Katrina Clay,
Katrina.clay@morganstanley.com
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