Morgan Stanley Wealth Management’s Portfolio Solutions team has selected MDOTM’s Sphere to help expand its model portfolio offering, bringing AI-assisted investment workflows to the operational challenge of maintaining hundreds of portfolios around a shared investment approach. The selection centers on scale and consistency. Sphere will help the team carry its centralized investment view across a growing range of portfolios while accommodating the preferences and constraints each portfolio is…
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Morgan Stanley Selects MDOTM Sphere to Scale AI-Powered Model Portfolios