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Morgan Stanley Enables AI Agents to Access ShareWorks Platform

6/3/2026

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Summary

Story summary

Morgan Stanley is preparing to allow AI agents to access its ShareWorks/Equity Edge wealth-management platform.
The agents will retrieve data directly from ShareWorks, bypassing human interfaces, under the Model Context Protocol.
The bank has given early access to clients and plans to reach its 3,400 administration clients by next year.
Morgan Stanley’s wealth-management division oversees $1 trillion in assets, while rivals JPMorgan Chase and Goldman Sachs keep AI agents internal.

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Story summary

Morgan Stanley is preparing to allow AI agents to access its ShareWorks/Equity Edge wealth-management platform.
The agents will retrieve data directly from ShareWorks, bypassing human interfaces, under the Model Context Protocol.
The bank has given early access to clients and plans to reach its 3,400 administration clients by next year.
Morgan Stanley’s wealth-management division oversees $1 trillion in assets, while rivals JPMorgan Chase and Goldman Sachs keep AI agents internal.