Celent recognizes Morgan Stanley Wealth Management as the winner of the 2025 Model Wealth Manager Award for Data and Analytics.

Morgan Stanley Wealth Management, employing over 15,000 financial advisors and serving over 16 million clients, dedicated several months to developing two advisor analysis tools within its portfolio risk management platform. Advisors were spending too much time across siloed tools and applications to analyze clients’ portfolios and identify opportunities to transition them from unmanaged to managed portfolio solutions. It also took days to analyze the potential tax implications of those transitions, requiring multiple teams to perform the analysis and approve client-facing reports. The two new tools, the SMA Matching Tool and the Transition Analysis Tool, solve these problems by improving advisor efficiency through automated, self-service analysis and reporting.

The development, rollout, and resulting benefits of Morgan Stanley’s SMA Matching and Transition Analysis Tools are best-in-class examples of leveraging complex financial datasets across multiple sources to empower financial advisors.

A highlight reel and a downloadable one-page takeaway of Morgan Stanley's award-winning initiative are available to everyone.

A full-length case study report diving into the initiative is only available to Celent's subscribers. Please log in to access this report.