Morgan Stanley will soon open its trillion-dollar wealth management funnel to AI agents

Morgan Stanley is opening its wealth management platforms (ShareWorks and Equity Edge) to AI agents (autonomous software that can make decisions and take actions without human input) from corporate clients, allowing these agents to access data directly without using traditional human-focused interfaces. The bank plans to expand this access to 3,400 clients by next year, using the Model Context Protocol (an open-source standard that lets AI models connect to data sources). This move reflects Wall Street's shift toward AI agents handling tasks that software users currently perform manually.