How Morgan Stanley uses AI

BlackRock announced on 2 October 2025 that Morgan Stanley Wealth Management's Portfolio Risk Platform would be the first to implement Auto Commentary, a generative AI feature of Aladdin Wealth, with advisors in the U.S. getting access from October. The tool combines Aladdin risk analytics, the firm's Chief Investment Office outlook and the client's holdings and investment preferences to draft concise insights for the advisor, highlighting issues such as overweights or misalignment with the client's objectives or the firm's market view. Trade press describes the output as bullet point insights inside a template, not full scripts or emails, so it supports the advisor's conversation rather than producing a finished client report. No outcome figures were published.

No outcome disclosed.

Morgan Stanley launched DevGen.AI in January 2025, an in house tool built on OpenAI's GPT models and trained on the languages in its own code base, including company specific ones. It turns code in older languages such as Perl into plain English specifications that developers then use to rewrite the code in modern languages. The firm keeps developers in the loop because the tool does not yet write the new code as well as a human, and said it would not cut its engineering workforce as a result.

• Hours saved: about 280,000 hours, first five months after launch

  "Mike Pizzi, Morgan Stanley’s global head of technology and operations, told WSJ that in the five months since its launch, DevGen.AI has worked through nine million lines of code, saving the firm’s 15,000 developers roughly 280,000 hours of work."

  Claimed by: organization

Morgan Stanley Wealth Management launched AI @ Morgan Stanley Debrief in June 2024. With client consent, the tool takes notes in client meetings, surfaces action items, summarizes the key points, drafts a follow up email for the advisor to edit and send at their discretion, and saves a note into Salesforce. The release quotes advisors on the time saved on note taking (one cites about half an hour per meeting) but gives no firm wide measurement.

No outcome disclosed.

Morgan Stanley Research launched AskResearchGPT, a GPT-4 based assistant that lets investment banking, sales and trading and research staff search and summarize the firm's research (more than 70,000 proprietary reports a year), with hyperlinks to the source reports and a one click transfer of findings into an email draft that staff edit before sending to clients. It is available in the browser, Microsoft Teams and Outlook. Morgan Stanley's global director of research told CNBC that a salesperson needs one tenth of the time to answer the average client inquiry with the tool, and the bank said staff ask three times as many questions as with the traditional AI tool it had used since 2017.

No outcome disclosed.

Morgan Stanley Wealth Management fully rolled out the AI @ Morgan Stanley Assistant in September 2023, a generative AI chatbot that gives Financial Advisors quick access to the firm's intellectual capital. The rollout followed the firm's March 2023 announcement of OpenAI as its strategic partner. In its June 2024 release the firm said that 98% of Financial Advisor teams had adopted it. It was followed by AI @ Morgan Stanley Debrief, which drafts meeting notes and follow up emails with client consent.

No outcome disclosed.

Morgan Stanley Wealth Management built Next Best Action, an internal AI based engine that delivers timely, customized messages to clients and prospects, guided by the financial advisor. In March 2023, when it announced a strategic initiative with OpenAI to create a bespoke solution that its financial advisors would use, the firm listed it among its recent AI projects, alongside its Genome capability that uses data analytics and machine learning to personalize client communication. No outcome figures are published in that release.

No outcome disclosed.