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Morgan Stanley taps MDOTM to scale model portfolios

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Morgan Stanley taps MDOTM to scale model portfolios

MDOTM, the provider of the AI-powered Sphere platform, has been chosen by the Portfolio Solutions team at Morgan Stanley Wealth Management to support the expansion of its model portfolio offering.

Under the arrangement, the Portfolio Solutions team will use Sphere to extend its centralised investment approach across a growing set of portfolios, which now number in the hundreds. This will allow advisors to choose from a wide range of portfolio options, while the team keeps a single, consistent investment view. At the same time, each portfolio can still reflect the specific preferences and constraints it was built around.

Sphere will also bring automation and artificial intelligence into several day-to-day processes. The platform’s workflows will help with monitoring portfolios and producing tailored commentary and reports. This is intended to help the Morgan Stanley team meet a wide variety of client requirements more efficiently.

MDOTM co-founder and CEO Tommaso Migliore said, “Being selected by Morgan Stanley is a significant validation of what we’ve built with Sphere. Morgan Stanley is putting that to work at the scale of one of the world’s largest wealth managers, and that is exactly the kind of value we aim to provide to the financial services sector in the U.S. and globally.”



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