Morgan Stanley Wealth Management
2000 Westchester Ave 1nc,
Purchase, 10577, NY,
United States
Purchase, 10577, NY,
United States
1 914-225-5510
Banking and Financial Services
Morgan Stanley Wealth Management Technographics
Morgan Stanley Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Morgan Stanley Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25000 Morgan Stanley Wealth Management 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 Wealth Management has purchased the following applications: Oracle Taleo Cloud Service for Recruiting, Applicant Tracking System in 2019, Adobe Connect for Audio Video and Web Conferencing in 2017, Adobe Experience Manager for Digital Asset Management in 2016 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 Wealth Management is running and its propensity to invest more and deepen its relationship with Oracle , Adobe Systems , DocuSign 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 Wealth Management revenues, which have grown to $17.74 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 Wealth Management 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 Wealth Management Tech Stack and Enterprise Applications
Morgan Stanley Wealth Management HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Taleo Cloud Service | Recruiting, Applicant Tracking System | HCM | n/a | 2019 | 2019 |
In 2019, Morgan Stanley Wealth Management deployed Oracle Taleo Cloud Service as its Recruiting,Applicant Tracking System for candidate engagement on its public careers website. The deployment centered on browser based candidate intake, job posting management, and applicant workflow orchestration to support talent acquisition. Implementation scope covered recruiting and human resources teams within Morgan Stanley Wealth Management.
Oracle Taleo Cloud Service was configured to manage requisition lifecycle, candidate profile management, interview scheduling workflows, and applicant screening flows, and it was used to publish career listings on the corporate site. The implementation emphasized configuration of core recruiting modules and automation of applicant routing and requisition approvals to align recruiting operations with corporate hiring processes. Governance concentrated on centralized HR ownership for role configuration and workflow rules, with operational control residing in the wealth management recruiting function.
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Morgan Stanley Wealth Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, Morgan Stanley Wealth Management deployed Adobe Connect for Audio Video and Web Conferencing on its public website. Adobe Connect is implemented as a web-accessible conferencing layer embedded in the site to support client-facing virtual meetings, advisor webinars, and scheduled event streams. The implementation is positioned to provide secure browser-based joining and hosted meeting rooms accessible to clients and internal teams.
Functional coverage aligns with standard Audio Video and Web Conferencing capabilities, including persistent meeting rooms, webinar session management, screen sharing, session recording, and breakout interactions to support client engagement and advisor collaboration. Operational scope centers on wealth management advisor teams and client service functions within the United States, leveraging the website as the primary access point. Governance and workflow attention focuses on centralized scheduling, session moderation, and archival of recorded sessions to meet communication and compliance needs.
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Morgan Stanley Wealth Management Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Experience Manager | Digital Asset Management | Content Management | n/a | 2016 | 2016 |
In 2016 Morgan Stanley Wealth Management deployed Adobe Experience Manager on its public website to centralize web content and assets. The deployment positions Adobe Experience Manager as the firm level Digital Asset Management platform for web teams, supporting the Wealth Management web presence and content publication workflows.
Adobe Experience Manager is used to manage digital assets, metadata, renditions, version control, and content authoring templates that feed the public site. Operational coverage centers on web content and marketing functions within Morgan Stanley Wealth Management, with governance expressed through asset taxonomy, approval workflows, role based access controls, and content lifecycle processes to coordinate multiuser authoring and publishing.
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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 Wealth Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2017 | 2017 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2002 | 2002 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2020 | 2020 |
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Morgan Stanley Wealth Management ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2020 | 2020 |
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Morgan Stanley Wealth Management TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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Morgan Stanley Wealth Management 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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Content Delivery Network | IaaS |
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2002 | 2002 |
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IT Decision Makers and Key Stakeholders at Morgan Stanley Wealth Management
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Morgan Stanley Wealth Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Morgan Stanley Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Morgan Stanley Wealth Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Morgan Stanley Wealth Management Technographics
Morgan Stanley Wealth Management is a Banking and Financial Services organization based in United States,
with around 25000 employees and annual revenues of $17.74 billion.
Morgan Stanley Wealth Management operates a diverse technology stack with applications such as
Oracle Taleo Cloud Service, Adobe Connect and Adobe Experience Manager,
covering areas like Recruiting, Applicant Tracking System, Audio Video and Web Conferencing and Digital Asset Management.
Morgan Stanley Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle and Adobe Systems.
Morgan Stanley Wealth Management recently adopted applications including
DocuSign eSignature in 2021, CrownPeak DXP in 2021 and Adobe Experience Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Morgan Stanley Wealth Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Morgan Stanley Wealth Management’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 Wealth Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.