Morgan Stanley rolls out a GPT-4 assistant to its wealth management advisers
See how this story connectsMorgan Stanley Wealth Management made its AI @ Morgan Stanley Assistant, built on OpenAI’s GPT-4, available to financial advisers and support staff on 18 September 2023. The tool answers questions from a library of about 100,000 research reports and documents. The bank had tested it with advisers since March and was piloting a second tool, Debrief, to summarise client meetings.
Why it matters
A large Wall Street wealth manager put a generative AI assistant into daily use by its adviser force.
- When
- 18 Sep 2023
- ID
WTA-N-2023-0092- Where
- United States
- Who
- Morgan Stanley, OpenAI; Jeff McMillan
- Topics
- AI agents, Jobs and the workforce
Summary by wheresthe.ai, from Fortune and the reporting credited above. We could not open the primary document, so it is marked Reported. Checked against the source on 9 Oct 2026.
Source copy: download the page as saved on 18 Oct 2026 (PDF). Also held by the Internet Archive.
Cite this story
WTA-N-2023-0092: “Morgan Stanley rolls out a GPT-4 assistant to its wealth management advisers.” wheresthe.ai, 18 Sep 2023. https://wheresthe.ai/d/us-morgan-stanley-gpt-4-adviser-assistant-2023-09/ (source: Fortune).
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