Welcome to the Connected Client Journey

Explore how Morgan Stanley Wealth Management’s category-redefining ecosystem of solutions empowers clients along each stage of wealth creation.

Meet Jordan

Morgan Stanley Financial Advisors use a broad tool-kit of proprietary solutions to attract, nurture and grow client relationships. LeadIQ intelligently pairs Jordan with prospective clients, Genome informs her engagement approach by recommending relevant content, products and services. Next Best Action enables client outreach with timely ideas.

Source: Morgan Stanley