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Morgan Stanley launches encrypted document sharing portal


Morgan Stanley has launched a new wealth management digital collaboration product, which allows for encrypted document sharing between clients and financial advisors. The new platform is powered by Box, a provider of cloud content management software.

Through this partnership, Morgan Stanley Wealth Management will be utilizing Box’s cloud content management capabilities, including Box Platform, Box KeySafe, and Box Governance.

Morgan Stanley’s “Digital Vault” provides an encrypted repository for clients to store and share life’s most important documents, such as wills, deeds, estate plans, financial statements and tax filings with their financial advisors. This unified solution offers an additional layer of encryption not offered through email*, and also supports two-way sharing.

Key features of the platform include encrypted cloud-based document storage and sharing between the client and financial advisor in a central location; client document upload and access through Morgan Stanley Online and the Morgan Stanley Mobile App; notifications when content is uploaded for both clients and financial advisors; and interactive commentary to enhance client and financial advisor collaboration on documents.

“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,” said Naureen Hassan, chief digital officer for Morgan Stanley Wealth Management. “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.”

“Box empowers our clients to collaborate with their Financial Advisers seamlessly while adhering to the highest standards of data privacy, protection and security,” added Sal Cucchiara, chief information officer for Wealth Management at Morgan Stanley. “Protecting our clients’ assets and personal information is our top concern, and this is our latest investment in safety and security at scale.”

For more information about Morgan Stanley, go to www.morganstanley.com.

To learn more about Box, visit www.box.com.

Additional information on the Morgan Stanley “Digital Vault” platform is available at www.morganstanley.com/campaigns/wealth-management/digital-vault.


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