News & Insights
Blumberg Capital portfolio news, startup growth resources and industry insights
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.