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中文(ZH) 摩根士丹利即将开放万亿资管业务接口，接入各类人工智能智能体

Morgan Stanley opens wealth management to AI agents, Gemini nears 1B users

By PulseAugur Editorial · [1 sources] ·

Morgan Stanley is opening its wealth management platform to enterprise AI agents, allowing them to directly access and analyze data from its ShareWorks and Equity Edge systems. This move, which involves managing $1.2 trillion in assets, marks an early instance of a major Wall Street firm integrating third-party AI tools directly into its core operations. Separately, Google's Gemini app has surpassed 900 million monthly active users, doubling its user base in a year, with Gemini 3.5 Pro slated for a June release. AI

IMPACT Financial institutions are increasingly integrating AI agents for operational efficiency and customer access, signaling a broader trend in enterprise AI adoption.

RANK_REASON Major financial institution integrating AI agents into core operations and a significant user growth milestone for a major AI product. [lever_c_demoted from significant: ic=1 ai=0.7]

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Morgan Stanley opens wealth management to AI agents, Gemini nears 1B users

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Major financial institution integrating AI agents into core operations and a significant user growth milestone for a major AI product. [lever_c_demoted from significant: ic=1 ai=0.7]
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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Morgan Stanley to Open Trillion-Dollar Asset Management Business Interface, Accessing Various AI Agents

    摩根士丹利很快将向数千家企业的人工智能智能体开放旗下一条核心财富管理业务通道，这也是华尔街大型投行中较早对外接入第三方AI工具平台的案例。摩根士丹利职场业务首席产品官马克·米切尔介绍，本次落地后，客户侧自主AI智能体可绕开面向自然人设计的传统软件交互界面，直接从券商股权管理平台ShareWorks、Equity Edge调取数据与分析结论。摩根士丹利高管此前披露，依托企业职场财富布局，公司已归集规模达1.2万亿美元的受托资产。（新浪财经）

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