Morgan Stanley partners with Addepar to see more of clients’ wealth

By Elizabeth Dilts

Morgan Stanley is rolling out a new software platform to 20 of its top financial advisory teams to help them see more of their wealthiest clients assets.

The bank, which manages most of its technology in-house, said late Tuesday that part of its private wealth management division will use Addepar, a Mountain View, California-based technology firm that already partners with family offices and independent investment advisers.

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