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Why Morgan Stanley is turning advisors loose to build their own AI agents
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Fusion42 · 2 November 2026 · Fusion42 review
Morgan Stanley allows its wealth management advisors to build custom AI agents to automate routine tasks, with nearly 50,000 attempts so far, although most do not move beyond early testing. The firm also uses AI agents to handle about half of advisor inquiries before escalating to human call-center experts.
This Wire brief sits within Fusion42's coverage of Fintech.
◆ ◆ The Wire takeaway
You can now build and test custom AI agents tailored to your clients' specific needs in wealth management. The chance to create unique automation tools opens a new route to differentiate your advisory practice and reduce routine workload.
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1 source · 2 Nov 2026
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