News

Published on August 4, 2025

Our congratulations to @Morgan Stanley Wealth Management on being named the winner of the 2025 Model Wealth Manager Award for Data and Analytics by Celent, in recognition of its innovative work enhancing advisor efficiency and empowering portfolio management.

 

@Capco is proud to have served as the implementation partner to Morgan Stanley on the development of the SMA Matching Tool and Transition Analysis Tool, which empowers advisors with smarter insights and impactful technology.

 

We look forward to continuing our valued partnership with Morgan Stanley as it redefines the role of technology in personalized wealth management and advisor enablement.

 

Read more here: https://www.celent.com/en/insights/morgan-stanley-wealth-management-sma-matching-and-transition-analysis-tools

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