We’re proud to announce that Morgan Stanley Wealth Management’s Portfolio Solutions team has selected MDOTM Sphere to help scale its growing model portfolio offering.

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Sphere will enable the Morgan Stanley Portfolio Solutions team to scale its centralized investment approach across a growing range of hundreds of portfolios, giving advisors access to a broad set of portfolio choices while maintaining a consistent investment view and accommodating the preferences and constraints each portfolio is designed to reflect.

Through automated, AI-powered workflows, Sphere will also support portfolio monitoring, customized commentary and reporting, helping the team respond efficiently to a broad range of client needs.

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“Being selected by Morgan Stanley is a significant validation of what we’ve built with Sphere,” said Tommaso Migliore, co-founder and CEO of MDOTM. “Morgan Stanley is putting that to work at the scale of one of the world’s largest wealth managers, and that is exactly the kind of value we aim to provide to the financial services sector in the U.S. and globally.”

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About MDOTM

Founded in London, with offices in New York and Milan, MDOTM is a global provider of AI-driven investment solutions for asset and wealth managers, banks and insurance companies. Its proprietary platform, Sphere, supports investment teams with three solutions: AI-Driven Insights, to analyse markets and generate forward-looking insights across all asset classes; Portfolio Studio, to build, customise and rebalance portfolios at scale; and StoryFolio, to automate and personalise portfolio commentary and client reporting. Today, Sphere supports over USD 100 billion in AUM for more than 60 financial institutions across the United States, the United Kingdom and Europe.

For more information: www.mdotm.ai

Contacts:
MDOTM Ltd | Media Relations
media@mdotm.ai

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