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Morgan Stanley Wealth Management Selects MDOTM’s Sphere to Scale Model Portfolios

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Morgan Stanley Wealth Management Selects MDOTM’s Sphere to Scale Model Portfolios

AI-driven investment solutions provider MDOTM has announced that Morgan Stanley Wealth Management’s Portfolio Solutions team will use its Sphere platform. The team will leverage MDOTM’s Sphere to scale its centralized investment approach across hundreds of portfolios. This will give advisors access to a broad range of portfolio options while maintaining a consistent investment view and accommodating the preferences and constraints each portfolio is designed to reflect.

“Being selected by Morgan Stanley is a significant validation of what we’ve built with Sphere,” MDOTM Co-Founder and CEO Tommaso Migliore said. “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 US and globally.”

Asset and wealth managers today face two pressures: fee compression and rising demand for personalization. Additionally, the growing number of investment opportunities and the proliferation of AI-enabled insights have made orchestrating portfolios more complex. For the vast majority of firms, hiring additional investment professionals is an expensive and often insufficient solution to these challenges. MDOTM’s Sphere was developed in response to this problem, enabling companies to leverage human-AI collaboration to scale market and macroeconomic analysis, portfolio construction and rebalancing, personalized portfolio commentary, client reporting, and more.

Sphere consists of three solutions to support investment teams. AI-Driven Investment Insights enables them to analyze markets and generate forward-looking insights across all asset classes; Portfolio Studio empowers them to build, customize, and rebalance portfolios at scale; and StoryFolio allows them to automate and personalize portfolio commentary and client reporting.


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