Morgan (NYSE: MS) today announced The Portfolio Risk Platform has been awarded an American Financial Technology Award for Best Risk Management Initiative. This is the Portfolio Risk Platform’s fourth year in a row winning an industry award.
The American Financial Technology Awards selected the Risk Platform based on its ability to manage its risk exposure on a pre-and post-trade basis, incorporating a mix of reliable and transparent risk measures, underpinned by a high-performance computing architecture.
Powered by BlackRock’s Aladdin Wealth technology, Morgan’s Portfolio Risk Platform provides Financial Advisors with access to detailed analytics and reporting, including stress scenarios and the ability to model potential changes to a client’s portfolio. Analytics from the Platform are visually organized within distinct Insights dashboards, allowing Financial Advisors to analyze portfolio risk across client accounts in an efficient manner.
The Portfolio Risk Platform has received three additional industry awards since the platform launched in 2018 that includes Money Management Institute (MMI) and Barron’s award for digital innovation in 2019, the Celent Model Wealth Manager 2021 Award in the Products and Platforms category, and Aite Group’s 2021 Digital Innovation in Wealth Management Impact Innovation Award for Digital Client Engagement.
For more information about Morgan Wealth Management’s Portfolio Risk Platform, please visit: https://players.brightcove.net/644391012001/S1g5wv8HqW_default/index.html?videoId=6128686733001
About Morgan
Morgan is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 41 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan, please visit www.morganstanley.com.
The American Financial Technology Award’s Best Risk Management Initiative was awarded in 2022. This ranking was determined based on an evaluation process conducted by Waters Technology during the period from 02/09/2022 – 04/11/22. Neither Morgan Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Waters Technology This ranking is based on an evaluation led by Waters Technology’s editorial team, judging the content and quality of submissions. Rankings are based on the opinions of Waters Technology and this award may not be representative of any one client’s experience. This Award is not indicative of the Financial Advisor’s future performance. Morgan Smith Barney LLC is not affiliated with Waters Technology. For more information, see https://www.aftas.org/.
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The Aite Group Impact Innovation Award for Digital Client Engagement was granted to Morgan Smith Barney LLC (“Morgan”) following an evaluation process conducted by Aite Group analysts. To be considered for this award, Morgan submitted an Impact Innovation Nomination Award Worksheet to Aite Group on March 19, 2021 and provided a live demonstration of Morgan’s Portfolio Risk Platform to representatives of Aite Group on April 7, 2021. Morgan was the only firm to win this award out of more than 40 submissions. Aite Group judged each submission on the following criteria: (1) Level of innovation and competitive advantage (2) Market needs assessment (3) Impact on customer experience (4) Impact on customer operational efficiency (5) Level of new revenue opportunity for the organization (6) Impact on customer retention/new customer attraction (7) Level of scalability across customer base (8) Future roadmap.
Aite Group does not receive compensation from the participating firms in exchange for the award and Morgan did not pay a fee to Aite Group in exchange for the award. Morgan is not affiliated with Aite Group. This award was granted to Morgan based on the time period from March 2021 to May 2021. Aite Group is an independent research and advisory firm focused on business, technology, and regulatory issues in financial services and is responsible for determining the recipient of this award.
The Celent Model Wealth Manager 2021 Award for Products and Platforms was granted to Morgan Smith Barney LLC (“Morgan”) following an evaluation process conducted by Celent analysts. To be considered for this award, Morgan submitted a Model Wealth Manager 2021 Nomination Award Worksheet to Celent on or about October 28, 2020 and provided a live demonstration of Morgan’s Portfolio Risk Platform to representatives of Celent on or about November 9, 2020. Morgan was the only firm to win this award out of more than 30 submissions. Celent judged each submission on three criteria: (1) Measurable business benefits of live initiatives; (2) degree of innovation relative to the industry; and (3) technology or implementation excellence. In order to win, the initiatives must demonstrate clear business benefits, innovation, and technology or implementation excellence.
Celent does not receive compensation from the participating firms in exchange for the award and Morgan did not pay a fee to Celent in exchange for the award. Morgan is not affiliated with Celent. This award was granted to Morgan based on the time period from October 2017 to November 2020. Celent is a global financial services research and advisory firm and is responsible for determining the recipient of this award.
Nominations for the 2019 MMI/Barron’s Industry Awards were reviewed and evaluated by a specially appointed MMI Industry Awards Steering Council and the MMI Membership Experience Committee (MEC). The council and committee members represent all segments of the MMI membership—asset managers, wealth managers and solutions providers. The Steering Council and MEC reviewed the nominations based on: (1) Level of innovation and forward-thinking; (2) Potential to effect noticeable change in the investment advisory industry; (3) Advancement of existing investment advisory practices and protocols; and (4) Potential to deliver improved outcomes for financial advisors and investors.
After carefully reviewing the nominations submitted, the Steering Council and MEC determined a slate of finalists in each award category. The primary contacts at each of MMI’s 182 members firms were eligible to vote to determine the winners in each category. Morgan was the only firm to win this award out of more than 100 submissions.
MMI/Barron’s does not receive compensation from the participating firms in exchange for the award and Morgan did not pay a fee to MMI/Barron’s in exchange for its receipt of the award. Morgan is a member of MMI and pays a fee to MMI as part of its membership dues. Morgan’s receipt of this award is not indicative of any future performance.
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