Morgan Stanley is launching a digital vault to enable document sharing between wealth management clients and their financial advisers.
The digital vault, powered by cloud technology provider Box, provides an encrypted repository for clients to store and share their most important documents, such as wills, deeds, estate plans, financial statements and tax filings with their financial advisers.
The partnership will enable Morgan Stanley’s wealth management division to use Box’s cloud content management capabilities, which include Box Platform, Box KeySafe and Box Governance.
The encrypted sharing facility is aimed at replacing email as a means of confidential document sharing.
The platform enables clients to upload documents through Morgan Stanley online and the Morgan Stanley mobile app. Digital notifications are then enabled when content is uploaded and clients can activate an interactive commentary on documents to further improve collaboration.
Naureen Hassan, chief digital officer for Morgan Stanley wealth management said: “Adopting new technologies to enhance and improve the way we deliver information to our clients and foster communication between advisor teams and clients is incredibly important for wealth management – especially in this increasingly digital world.”
She added: “By investing in a cloud content management platform like Box and leveraging other best-of-breed technology partners, we have been able to create a more secure, efficient and collaborative environment for conducting business.”
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