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Morgan Stanley shows off new tech suite : Firm believes goals-planning system will attract new clients and help brokers offer advice and monitor risk

Jun 18, 2018 - InvestmentNews

In addition to accessing a larger share of clients' wallets, Morgan Stanley believes its new integrated technology platform will make it easier for brokers to offer comprehensive financial advice and goals-based planning.

At a demonstration in New York last Monday, the company gave a closer look at its tech suite and how using it can help advisers attract new clients, improve service for current clients and connect with clients' children to secure a pipeline for future business. The overar...