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Saturday 21 July 2018

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Morgan Stanley launches robo-investment platform

Written by Chris Lemmon
05/12/2017

Morgan Stanley Wealth Management has launched Access Investing – a new online platform designed to provide a wider range of clients, including Millennials, with greater efficiency and personalisation when making investments.

The new platform is programmed to help build, monitor and automatically rebalance a diversified investment portfolio. Access Investing aims to help investors who have less complex needs meet their unique financial goals – whether they are saving for retirement, buying a new car or purchasing a home.

Naureen Hassan, chief digital officer at Morgan Stanley Wealth Management, commented: “Morgan Stanley Access Investing leverages the firm’s intellectual capital to reach a broader audience of investors who are looking to achieve their financial goals. Morgan Stanley Access Investing is an opportunity for financial advisors to grow their book of business by making connections with prospects earlier, and eventually establishing full-service relationships when clients are ready.”

Morgan Stanley will also be targeting Millennials with the new platform, after in-house studies found that 86 per cent of Millennials are interested in socially responsible investing. The research also showed that Millennials are twice as likely to invest in a fund if social responsibility is part of the value-creation thesis.

Lisa Shalett, head of investment and portfolio solutions at Morgan Stanley Wealth Management, added: “Our analysis has shown that the next generation of high net worth individuals is looking for more than traditional portfolio allocation. By offering a diverse set of portfolios, we are enabling our clients to invest in what they believe.”



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