Morgan Stanley to Offer New Aladdin Wealth AI-Enabled Commentary for Advisors

Aladdin Wealth™, wealth management technology from BlackRock, is introducing Gen AI-driven functionalities designed to help financial advisors deliver more personalized, insightful, and efficient client service. According to a story in MarketsMedia news, the new “Auto Commentary” feature turns complex portfolio analytics and client-level investment preferences into concise insights, helping financial advisors craft relevant narratives to deepen client relationships by delivering more meaningful, differentiated conversations. Morgan Stanley’s proprietary Portfolio Risk Platform, which leverages a combination of BlackRock’s Aladdin risk analytics and Morgan Stanley data, will be the first to implement this new AI-powered capability. Starting in October, financial advisors will begin accessing Auto Commentary to bring AI innovation to the forefront of their client experience, enabling them to spend more time on critical client conversations. Auto Commentary brings together three powerful inputs: the Aladdin Wealth platform’s robust data and risk analytics, an individual firm’s CIO market outlook, and detailed information about the client’s portfolio holdings and investment preferences. Leveraging the power of Gen AI, Auto Commentary assesses hundreds of data points and summarizes them in a way that highlights the most relevant insights. Armed with these insights, financial advisors can deliver personalized service at scale, differentiating their value and increasing their impact to drive growth across clients.