en.Wedoany.com Reported - Morgan Stanley is about to open its key wealth management channels to external AI agents from thousands of companies, marking one of the first cases among major Wall Street investment banks to open their platforms to external AI tools. Mark Mitchell, Chief Product Officer for Morgan Stanley's workplace business, explained that this move will allow clients' autonomous AI agents to directly extract data and analysis from the company's equity management platforms, ShareWorks and Equity Edge, bypassing traditional software interfaces designed for human users.

Competitors such as JPMorgan Chase and Goldman Sachs primarily use AI agents internally for tasks like writing code and have not publicly announced measures to allow external agents to directly connect to their company systems.

In April, Morgan Stanley executives disclosed that, leveraging its corporate workplace wealth layout, the company had aggregated $1.2 trillion (approximately 8.13 trillion yuan) in entrusted assets. Mitchell stated that in the future, corporate clients will no longer need to manually log into ShareWorks or Equity Edge. Instead, clients will deploy agent-based AI tools within their corporate intranet environments, with the entire process automatically handled by AI programs connecting to Morgan Stanley's backend platforms.

According to Mitchell, Morgan Stanley has granted early agent access to a small number of clients and plans to extend this to the company's 3,400 custody clients by next year.

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