Morgan Stanley: Personalization at Scale Via Fractional Shares

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
21 March 2024

Model Wealth Manager 2024 Award for Personalization


Morgan Stanley is the first major global wealth management firm to incorporate fractional share allocation as an integral component of its UMA advisory platform and Morgan Stanley at Work employee stock purchase plans. This is no small feat as the firm’s UMA assets represent $500 billion.

Providing greater personalization to retail investors is the core benefit behind Morgan Stanley’s fractional share initiative. Supporting fractional shares enables access to institutional-caliber investments through lower minimums, a more customer-driven approach to tax management, and enhanced portfolio construction capabilities. Lower minimums also let Morgan Stanley broaden its reach by moving downmarket. Lastly, but of equal importance, fractional shares create an opportunity for advisors to provide the same SMA solutions and experience across an entire household, down to $10,000 minimums.

Morgan Stanley is at the forefront of providing personalized client solutions across advisory platforms and workplace programs, and these capabilities are greatly enhanced through the use of fractional shares.