Morgan Stanley and Advent have agreed to jointly develop interactive tools to provide Morgan Stanley’s individual clients with customized portfolio reports and online investment analytics. The firm will also participate in Advent Trustednetwork, the online multi-institution account aggregator. Advent will make its Advent Office suite available to Morgan Stanley as a technology platform for developing the tools.
Signing up for a second term of two years, Old Mutual Asset Manage
While at Sibos Toronto, James shares some interviews covering topics on blockchain, fintechs and cybersecurity.Subscribe to Weekly Wrap emails