The bank will enable corporate clients’ AI tools to bypass human interfaces and pull data from its stock administration systems.
Morgan Stanley will permit external artificial intelligence agents to access its wealth management platforms, ShareWorks and Equity Edge, directly. The move targets 3,400 corporate clients and follows $1.2 trillion in assets gathered under its workplace strategy as of April.
The bank has already granted early access to select clients and plans a full rollout by next year. Competitors like JPMorgan Chase and Goldman Sachs use AI internally but have not opened systems to external agents. The shift signals Wall Street’s preparation for AI-driven automation in financial services.
Executives stated clients will interact with Morgan Stanley’s platforms via AI tools on their desktops, replacing traditional software interfaces.