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Morgan Stanley Touts Benefits of WealthDesk, Its New Wealth Management Platform
- Friday, Nov 23 2018
- News Roundup
- Written by PFA News
Morgan Stanley says its new wealth management platform, called WealthDesk, places the firm approximately four years ahead of its competitors in technology development. So reports Wealth Management.
That advantage is, in large part, because it provides a dashboard that streamlines reporting on client accounts. The new platform also seeks to narrow the gap between the creation of client financial plans and plan implementation.