AI Buyer Insights:

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Morgan Stanley Tech Stack and Enterprise Applications

Morgan Stanley ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SAP Legacy SAP ERP ECC 6.0 ERP Financial ERP n/a 2018 2018
In 2018 Morgan Stanley selected and deployed SAP ERP ECC 6.0 to replace a legacy finance platform, implementing the application as the firm’s core ERP Financial system for Investment Banking finance and accounting operations. The deployment was structured as an enterprise finance program managed out of New York that tied SAP ECC to planning and consolidation capabilities (SAP BPC listed among enterprise tools) and positioned the ERP as the backbone for general ledger, consolidated accounting, financial statement automation and regulatory reporting workflows. The implementation integrated SAP ECC with a broad analytics and automation stack already in use—Alteryx for data normalization, Tableau and Cognos/TM1 for management reporting, UiPath for RPA automation, SQL/Python toolchains for data processing, and upstream systems including Oracle GL/AP, Workday (HCM/expenses/budgeting), Ariba/Fieldglass and legacy trading and mainframe layers (OTC derivative reporting, trading platforms). Functional scope included GL database enhancement, AP/AR reconciliation, consolidation across US/International GAAP (including Brexit-driven local re-alignments), regulatory reporting (US GAAP/IFRS 9, FR Y9C/FR Y15, CECL), liquidity testing automation and transfer pricing/tax reporting. Operationally the program emphasized data quality gap analysis, database streamlining and migration to cloud infrastructures, transition to BAU processes, and automation of financial statements and reconciliations to increase efficiency, generate cost savings and expand capacity. Implementation work also included modeling and back-testing to manage risk, dashboarding of status/risks for senior management and regulators, and ongoing enhancements to support FP&A, regulatory compliance and M&A accounting integrations.
ERP Financial ERP 2013 2013
Expense Management ERP 2014 2014
Expense Management ERP 2014 2014
Expense Management ERP 2018 2018
Morgan Stanley HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Workday Legacy Workday Absence Management Absence and Leave Management HCM n/a 2016 2017
In 2016, Morgan Stanley implemented Workday Absence Management to centralize Absence and Leave Management within HR workflows supporting onboarding, compliance, and leave administration. The Workday Absence Management deployment was positioned to capture new hire orientation activities, I-9 documentation for submission to E-Verify, and ongoing leave case management across HR teams. The implementation emphasized absence administration and human resource plan configuration, including workflows to initiate and track leaves of absence, record compliance deadlines, and document required right to work evidence. Workday Absence Management was configured to support HR Generalists and leave administrators in executing standard operating procedures and updating employee records as case statuses evolved. Integrations and operational coverage included direct use of E-Verify for I-9 submission and coordinated testing and updates with the Cornerstone learning management system to preserve training assignments and compliance reporting. The program also involved close partnership with external immigration counsel to capture sponsored employee case statuses and update records within Workday, and a data reconciliation project of over 5,000 I-9 records to ensure accurate documentation and storage. Governance and process changes were implemented through partnerships with HR Generalists, participation in personnel procedure development, and the introduction of audit and reconciliation workflows to retrieve missing information for Workday updates. Operational support models included day to day HR inquiry handling and escalation pathways to appropriate groups for issues related to pay, benefits, and leave of absences. Explicit compliance outcomes included completion of an I-9 data reconciliation to ensure proper right to work documentation was recorded and stored accurately, and Cornerstone reporting updates to support compliance deadline metrics. The narrative centers on structural implementation details, integration points with E-Verify and Cornerstone, and governance changes to sustain absence and leave management processes.
Absence and Leave Management HCM 2019 2020
Benefits Administration HCM 2017 2017
Compensation Management HCM 2017 2017
Contingent Labor Management HCM 2017 2017
Core HR HCM 2015 2015
Employee Experience HCM 2020 2020
Employee Experience HCM 2018 2018
HR Service Delivery HCM 2014 2014
Learning and Development HCM 2015 2016
Learning and Development HCM 2018 2018
Payroll HCM 2021 2021
Payroll HCM 2017 2017
Performance and Goal Management HCM 2017 2017
Recruiting, Applicant Tracking System HCM 2016 2016
Recruiting, Applicant Tracking System HCM 2016 2016
Time and Attendance HCM 2021 2021
Time and Attendance HCM 2016 2016
Workforce Analytics HCM 2020 2020
Morgan Stanley ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
FreeWheel, A Comcast Company Legacy FreeWheel Demandsuite Agency Management ERP Services and Operations n/a 2024 2024
In 2024, Morgan Stanley deployed FreeWheel Demandsuite on their website to support web advertising and demand management under the Agency Management category. FreeWheel Demandsuite is positioned as the application managing programmatic demand orchestration and campaign delivery for the firm’s digital properties, and the implementation is scoped to site-level ad inventory and commercial media workflows. The deployment of FreeWheel Demandsuite includes configuration of core Agency Management capabilities such as campaign management, inventory control and allocation, demand orchestration, and consolidated reporting and analytics. FreeWheel Demandsuite is configured to manage targeting rules, prioritization of demand sources, and campaign pacing consistent with standard ad operations workflows for publisher facing inventory. Operationally the implementation is integrated into Morgan Stanley’s website ad delivery flows, with the application feeding campaign schedules and inventory availability into page-level ad serving and measurement processes. The rollout impacts digital marketing and ad operations teams, aligning media planning, campaign trafficking, and analytics functions around a single application for demand-side coordination. Governance for the FreeWheel Demandsuite deployment emphasizes centralized campaign governance and role based access controls, standardization of trafficking workflows, and defined handoffs between media planning and ad operations. The narrative reflects a site-focused Agency Management implementation where Morgan Stanley uses FreeWheel Demandsuite to centralize request handling, inventory rules, and reporting for its web advertising estate.
Core Banking ERP Services and Operations 2012 2012
Legal Practice Management ERP Services and Operations 2024 2024
Morgan Stanley AI Development
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Generative AI Platforms AI Development 2023 2023
ML and Data Science Platforms AI Development 2017 2018
Morgan Stanley AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Chatbots and Conversational AI AI-Powered Application 2024 2024
Morgan Stanley Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Analytics and BI Analytics and BI 2016 2018
Analytics and BI Analytics and BI 2019 2019
Analytics and BI Analytics and BI 2021 2021
Analytics and BI Analytics and BI 2022 2022
Data Warehouse Analytics and BI 2013 2013
Data Warehouse Analytics and BI 2019 2019
Morgan Stanley Blockchain
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Blockchain Platform Blockchain 2017 2017
Morgan Stanley Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Audio Video and Web Conferencing Collaboration 2017 2017
Audio Video and Web Conferencing Collaboration 2013 2013
Audio Video and Web Conferencing Collaboration 2017 2017
Audio Video and Web Conferencing Collaboration 2022 2022
Collaboration Collaboration 2015 2015
Collaboration Collaboration 2020 2020
Collaboration Collaboration 2017 2017
Collaboration Collaboration 2022 2022
Collaboration Collaboration 2022 2022
Collaboration Collaboration 2008 2009
Morgan Stanley Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Asset Management Content Management 2016 2016
Digital Asset Management Content Management 2016 2016
Digital Signing Content Management 2021 2021
Digital Signing Content Management 2021 2021
Web Content Management Content Management 2021 2021
Morgan Stanley CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Call Center CRM 2017 2017
Caller ID CRM 2018 2018
Customer Experience CRM 2021 2021
Customer Experience CRM 2013 2013
Customer Experience CRM 2017 2017
Customer Experience CRM 2021 2021
Customer Experience CRM 2019 2019
Customer Experience CRM 2021 2021
Customer Experience CRM 2016 2017
Customer Support CRM 2016 2016
Data Management Platform CRM 2020 2020
Data Management Platform CRM 2016 2016
Data Management Platform CRM 2017 2017
Data Management Platform CRM 2016 2016
Data Management Platform CRM 2020 2020
Data Management Platform CRM 2017 2017
Data Management Platform CRM 2018 2018
Data Management Platform CRM 2019 2019
Digital Advertising Platform CRM 2020 2020
Digital Advertising Platform CRM 2018 2018
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2024 2024
Marketing Analytics CRM 2021 2021
Marketing Analytics CRM 2002 2002
Marketing Analytics CRM 2021 2021
Marketing Analytics CRM 2002 2002
Marketing Analytics CRM 2021 2021
Marketing Analytics CRM 2021 2021
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2016 2016
Marketing Automation CRM 2021 2021
Marketing Automation CRM 2016 2016
Marketing Automation CRM 2020 2020
Marketing Automation CRM 2022 2022
Sales Automation, CRM, Sales Engagement CRM 2010 2010
Sales Automation, CRM, Sales Engagement CRM 2022 2022
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Sales Automation, Sales Engagement CRM 2018 2018
Tag Management CRM 2020 2020
Tag Management CRM 2015 2015
Tag Management CRM 2018 2018
Tag Management CRM 2021 2021
Morgan Stanley EPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Environmental, Social, and Governance (ESG) EPM 2020 2020
EPM EPM 2018 2018
Financial Consolidation and Close EPM 2019 2019
Morgan Stanley ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Lifecycle Management ITSM 2019 2019
Application Performance Management ITSM 2020 2020
Application Performance Management ITSM 2020 2020
Incident Management ITSM 2019 2019
IT Service Management ITSM 2020 2020
IT Service Management ITSM 2018 2018
IT Service Management ITSM 2020 2020
Morgan Stanley Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM and Investor Relationship Management Investment Management 2025 2025
Investment Research and Market Intelligence Investment Management 2023 2023
Portfolio and Investment Management Investment Management 2011 2011
Portfolio and Investment Management Investment Management 2014 2014
Portfolio and Investment Risk Management Investment Management 2018 2019
Trading Platform Investment Management 2006 2006
Trading Platform Investment Management 2015 2015
Morgan Stanley Procurement
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Procurement Procurement 2012 2012
Sourcing Procurement 2011 2011
Supplier Relationship Management Procurement 2019 2019
Supplier Relationship Management Procurement 2011 2011
Morgan Stanley SPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Configure Price Quote (CPQ) SPM 2020 2020
Morgan Stanley TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
AML, Fraud and Compliance TRM 2019 2019
AML, Fraud and Compliance TRM 2021 2021
AML, Fraud and Compliance TRM 2019 2020
Governance, Risk and Compliance TRM 2018 2018
Governance, Risk and Compliance TRM 2018 2018
Risk Management TRM 2011 2011
Treasury Management TRM 2015 2015
Morgan Stanley PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Robotic Process Automation PaaS 2020 2020
Robotic Process Automation PaaS 2017 2017
Morgan Stanley IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2002 2002
Content Delivery Network IaaS 2002 2002
Content Delivery Network IaaS 2002 2002
Content Delivery Network IaaS 2021 2021
Data Warehouse Appliance IaaS 2019 2019
Database Management, Open-Source Database IaaS 2022 2022
Network Management and Monitoring IaaS 2005 2005
Network Management and Monitoring IaaS 2012 2013
Servers, Storage and Networking IaaS 2016 2016
Morgan Stanley CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Network Detection and Response (NDR) CyberSecurity 2017 2018
Secure Email Gateways (SEGs) CyberSecurity 2022 2022
Morgan Stanley Professional Services
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Professional Services Professional Services 2014 2014

IT Decision Makers and Key Stakeholders at Morgan Stanley

First Name Last Name Title Function Department Email Phone
Director, Business Intelligence Manager Manager IT
Vice President, HR Data Governance & Business Intelligence VP IT
Director | Business Intelligence/Reporting Director IT
Vice President, Finance VP Finance
Managing Director - CFO Director Finance
Vice President, IT Sourcing VP IT
Executive Director - EMEA Travel Manager Manager Finance
Sourcing Manager Manager Procurement
Vice President IT VP IT
Vice President, Finance VP Finance
Enterprise Infrastructure - Business Technology Officer Manager IT
Global COO CXO Finance
Financial Controller Director Finance
Managing Director and CPO Director Finance
Vice President Strategic Sourcing VP Procurement
Vice President Sourcing VP Procurement
Vice President of Database VP IT
Vice President of IT VP IT
Vice President of Database VP IT
Vice President Operations VP Operations
Executive Director Director Finance
Vice President - Technology VP IT
Managing Director IT Director Finance
Chief Human Resources Officer CXO HR
Chief Financial Officer CXO Finance
Managing Director, Co-CTO Director Finance
Vice President, HR Analytics VP HR
Executive Director - Payroll Director Finance
VP, Workforce Analytics VP HR
Director of Finance Director Finance
Vice President, Finance COO VP Finance
Chief Financial Officer CXO Finance
Director - Corporate Treasury Director Finance
Co-Head of Investment Banking Director Investment
Vice President CRM Operations VP IT
Managing Director - Global Head of Sales Director Finance
Vice President, CRM Product Management VP IT
AVP Sales VP Sales
Sales Incentive Compensation Manager Manager HR
Vice President Information Technology VP IT
Vice President Information Technology VP IT
Vice President Enterprise Architecture VP IT
Executive Director, Data Architecture Director IT
Sales Operations Specialist Manager Sales
Executive Director Compensation & Analytics Director HR
CIO and Head of Wealth Management Technology Director Investment
Vice President Information Technology VP IT
Vice President, Risk Management VP Risk
Head of Core Underwriting, Executive Director Director IT
Executive Director - Global Network Architecture Director IT
VP of Platform Engineering VP R&D
Vice President Network Operations VP IT
Vice President of Technology VP IT
VP of Telecom Operations VP IT
Assistant VP, Digital Banking VP IT
Executive Director, Digital Banking Director IT
CTO for Global Operations CXO IT
Chief Legal Officer CXO Legal
Vice President, Legal and Compliance VP Legal
Executive Vice President and Chief Risk Officer CXO Risk
Vice President, Senior Compliance Officer VP Legal
Vice President, IT Sourcing VP Procurement
Executive Director, Head of IT Sourcing Director Procurement
Global Head of Technology & Operations Director IT
Executive Director, Fund Administration Director Operations
Managing Director - Global Head of Fund Services and Performance CXO Operations
Managing Director, Global Head of Equity Capital Markets CXO Operations
Co-Chief Human Resources Officer CXO HR
Vice President - Payroll Systems Technology VP HR
Director, HR Solutions Director HR

Apps Being Evaluated by Morgan Stanley Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Morgan Stanley IT executives and key decision makers. This section highlights Morgan Stanley's latest recorded technology evaluations, including Finastra Global Payplus for Payment Processing on 2026-04-02, Google Workspace (Formerly Google G-Suite) for Collaboration on 2026-03-30, and Digital Pacific Hosting for Application Hosting and Computing Services on 2026-03-25. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Morgan Stanley digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2026-04-02 Morgan Stanley Evaluated Finastra Finastra Global Payplus Payment Processing ERP
2026-03-30 Morgan Stanley Evaluated Google Google Workspace (Formerly Google G-Suite) Collaboration Collaboration
2026-03-25 Morgan Stanley Evaluated Digital Pacific Digital Pacific Hosting Application Hosting and Computing Services IaaS
2026-03-24 Morgan Stanley Evaluated Risk Management TRM
2026-03-20 Morgan Stanley Evaluated Field Service Management ERP Services and Operations
2026-03-20 Morgan Stanley Evaluated eCommerce eCommerce
2026-03-17 Morgan Stanley Evaluated Payroll HCM
2026-03-09 Morgan Stanley Evaluated Blockchain Platform Blockchain
2026-03-05 Morgan Stanley Evaluated Application Hosting and Computing Services IaaS
2026-02-13 Morgan Stanley Evaluated Portfolio and Investment Management Investment Management
FAQ - APPS RUN THE WORLD Morgan Stanley Technographics
Morgan Stanley is a Banking and Financial Services organization based in United States, with around 80000 employees and annual revenues of $61.76 billion.
Morgan Stanley operates a diverse technology stack with applications such as SAP ERP ECC 6.0, Workday Absence Management and FreeWheel Demandsuite, covering areas like ERP Financial, Absence and Leave Management and Agency Management.
Morgan Stanley has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as SAP, Workday and FreeWheel, A Comcast Company.
Morgan Stanley recently adopted applications including BlackRock Aladdin Wealth Client Engagements in 2025, FreeWheel Demandsuite in 2024 and Mitratech TeamConnect in 2024, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Morgan Stanley’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Morgan Stanley’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Morgan Stanley technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.