New York, 10036, NY,
United States
Morgan Stanley Technographics
Morgan Stanley Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Morgan Stanley and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80000 Morgan Stanley employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Morgan Stanley has purchased the following applications: SAP ERP ECC 6.0 for ERP Financial in 2018, Workday Absence Management for Absence and Leave Management in 2016, FreeWheel Demandsuite for Agency Management in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Morgan Stanley is running and its propensity to invest more and deepen its relationship with SAP , Workday , IPL Research or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Morgan Stanley revenues, which have grown to $61.76 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Morgan Stanley intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
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.
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ERP Financial | ERP |
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2013 | 2013 |
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Expense Management | ERP |
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2014 | 2014 |
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Expense Management | ERP |
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2014 | 2014 |
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Expense Management | ERP |
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2018 | 2018 |
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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.
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Absence and Leave Management | HCM |
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2019 | 2020 |
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Benefits Administration | HCM |
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2017 | 2017 |
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Compensation Management | HCM |
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2017 | 2017 |
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Contingent Labor Management | HCM |
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2017 | 2017 |
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Core HR | HCM |
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2015 | 2015 |
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Employee Experience | HCM |
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2020 | 2020 |
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Employee Experience | HCM |
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2018 | 2018 |
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HR Service Delivery | HCM |
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2014 | 2014 |
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Learning and Development | HCM |
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2015 | 2016 |
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Learning and Development | HCM |
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2018 | 2018 |
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Payroll | HCM |
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2021 | 2021 |
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Payroll | HCM |
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2017 | 2017 |
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Performance and Goal Management | HCM |
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2017 | 2017 |
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Recruiting, Applicant Tracking System | HCM |
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2016 | 2016 |
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Recruiting, Applicant Tracking System | HCM |
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2016 | 2016 |
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Time and Attendance | HCM |
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2021 | 2021 |
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Time and Attendance | HCM |
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2016 | 2016 |
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Workforce Analytics | HCM |
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2020 | 2020 |
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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.
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Core Banking | ERP Services and Operations |
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2012 | 2012 |
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Legal Practice Management | ERP Services and Operations |
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2024 | 2024 |
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Morgan Stanley AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Generative AI Platforms | AI Development |
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2023 | 2023 |
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ML and Data Science Platforms | AI Development |
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2017 | 2018 |
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Morgan Stanley AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Chatbots and Conversational AI | AI-Powered Application |
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2024 | 2024 |
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Morgan Stanley Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Analytics and BI | Analytics and BI |
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2016 | 2018 |
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Analytics and BI | Analytics and BI |
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2019 | 2019 |
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Analytics and BI | Analytics and BI |
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2021 | 2021 |
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Analytics and BI | Analytics and BI |
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2022 | 2022 |
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Data Warehouse | Analytics and BI |
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2013 | 2013 |
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Data Warehouse | Analytics and BI |
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2019 | 2019 |
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Morgan Stanley Blockchain
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Blockchain Platform | Blockchain |
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2017 | 2017 |
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Morgan Stanley Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Audio Video and Web Conferencing | Collaboration |
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2013 | 2013 |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Audio Video and Web Conferencing | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2008 | 2009 |
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Morgan Stanley Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Asset Management | Content Management |
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2016 | 2016 |
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Digital Asset Management | Content Management |
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2016 | 2016 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2021 | 2021 |
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Morgan Stanley CRM
Morgan Stanley EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Environmental, Social, and Governance (ESG) | EPM |
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2020 | 2020 |
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EPM | EPM |
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2018 | 2018 |
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Financial Consolidation and Close | EPM |
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2019 | 2019 |
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Morgan Stanley ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Lifecycle Management | ITSM |
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2019 | 2019 |
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Application Performance Management | ITSM |
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2020 | 2020 |
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Application Performance Management | ITSM |
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2020 | 2020 |
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Incident Management | ITSM |
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2019 | 2019 |
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IT Service Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2020 | 2020 |
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Morgan Stanley Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM and Investor Relationship Management | Investment Management |
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2025 | 2025 |
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Investment Research and Market Intelligence | Investment Management |
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2023 | 2023 |
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Portfolio and Investment Management | Investment Management |
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2011 | 2011 |
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Portfolio and Investment Management | Investment Management |
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2014 | 2014 |
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Portfolio and Investment Risk Management | Investment Management |
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2018 | 2019 |
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Trading Platform | Investment Management |
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2006 | 2006 |
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Trading Platform | Investment Management |
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2015 | 2015 |
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Morgan Stanley Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2012 | 2012 |
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Sourcing | Procurement |
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2011 | 2011 |
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Supplier Relationship Management | Procurement |
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2019 | 2019 |
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Supplier Relationship Management | Procurement |
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2011 | 2011 |
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Morgan Stanley SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Configure Price Quote (CPQ) | SPM |
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2020 | 2020 |
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Morgan Stanley TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2019 | 2019 |
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AML, Fraud and Compliance | TRM |
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2021 | 2021 |
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AML, Fraud and Compliance | TRM |
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2019 | 2020 |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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Risk Management | TRM |
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2011 | 2011 |
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Treasury Management | TRM |
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2015 | 2015 |
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Morgan Stanley PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2020 | 2020 |
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Robotic Process Automation | PaaS |
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2017 | 2017 |
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Morgan Stanley IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2002 | 2002 |
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Content Delivery Network | IaaS |
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2002 | 2002 |
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Content Delivery Network | IaaS |
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2002 | 2002 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Data Warehouse Appliance | IaaS |
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2019 | 2019 |
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Database Management, Open-Source Database | IaaS |
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2022 | 2022 |
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Network Management and Monitoring | IaaS |
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2005 | 2005 |
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Network Management and Monitoring | IaaS |
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2012 | 2013 |
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Servers, Storage and Networking | IaaS |
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2016 | 2016 |
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Morgan Stanley CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Network Detection and Response (NDR) | CyberSecurity |
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2017 | 2018 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2022 | 2022 |
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Morgan Stanley Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Professional Services | Professional Services |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Morgan Stanley
Apps Being Evaluated by Morgan Stanley Executives
| 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 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 |
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Risk Management | TRM |
| 2026-03-20 | Morgan Stanley | Evaluated |
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Field Service Management | ERP Services and Operations |
| 2026-03-20 | Morgan Stanley | Evaluated |
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eCommerce | eCommerce |
| 2026-03-17 | Morgan Stanley | Evaluated |
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Payroll | HCM |
| 2026-03-09 | Morgan Stanley | Evaluated |
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Blockchain Platform | Blockchain |
| 2026-03-05 | Morgan Stanley | Evaluated |
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Application Hosting and Computing Services | IaaS |
| 2026-02-13 | Morgan Stanley | Evaluated |
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Portfolio and Investment Management | Investment Management |