Morgan Stanley recognized the need to manage wealth at

the household level.


Investors needed a convincing case to consolidate assets with the firm, which involved creating multi-account wealth management capabilities for their advisors.

They set out to build an advisor technology platform that can:

  • Help investors maximize their returns across accounts
  • Limit tax drag on investors’ portfolios of accounts, products, and holdings
  • Identify how to convert portfolios into retirement income in the most tax-efficient way