Morgan Stanley will soon open its trillion-dollar wealth management funnel to AI agents

Key points

• Morgan Stanley's office in Canary Wharf financial district on Jan.
• 30, 2025 in London, UK.
• Morgan Stanley will soon open a key wealth management funnel to artificial intelligence agents from thousands of corporations, CNBC has learned exclusively.
• It's one of the earliest instances of a major Wall Street bank opening its platforms to external AI tools.
• The move will allow clients' autonomous agents to pull data and insights directly from the firm's stock administration platforms, ShareWorks and Equity Edge, bypassing the traditional software interfaces built for human users, according to Mark Mitchell, chief product officer of Morgan Stanley at Work.