Morgan Stanley’s Portfolio Risk Platform Wins Celent Model Wealth Manager 2021 Award for Products and Platforms
Firm recognized for industry-leading risk management technology solutions and analytics that help its
Celent, a global research and advisory firm for the financial services industry, recognizes financial institutions as ‘model wealth managers’ for their outstanding technology initiatives. Celent’s Model Wealth Manager Products and Platforms category recognizes new products and/or platforms (or significant improvements to existing ones) for retail, high net worth and family office clients, as well as innovation in their delivery.
Morgan Stanley’s Portfolio Risk Platform and the risk analytics integrated into their proprietary platform applications help its
“We are truly honored to receive this award from Celent for our innovative risk management platform,” said
Since the launch of Morgan Stanley’s Portfolio Risk Platform in 2018, the firm enacted unique technology integrations that now support
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 Celent Model Wealth Manager 2021 Award for Products and Platforms was granted to Morgan Stanley Smith Barney LLC (“Morgan Stanley”) following an evaluation process conducted by Celent analysts. To be considered for this award, Morgan Stanley submitted a Model Wealth Manager 2021 Nomination Award Worksheet to Celent on or about
Celent does not receive compensation from the participating firms in exchange for the award and Morgan Stanley did not pay a fee to Celent in exchange for the award. Morgan Stanley is not affiliated with Celent. This award was granted to Morgan Stanley based on the time period from
© 2021 Morgan Stanley Smith Barney LLC. Member
Source: Morgan Stanley