Morgan Stanley is letting institutional clients access investment research and view reports on more than 2,600 stocks via mobile devices.
Using the Morgan Stanley Research application, clients can access reports on fixed income markets, currencies and economics. The iPad and iPhone application is available for free download in the App Store.
?Morgan Stanley research analysis and reports are uniquely designed to deliver answers to critical questions facing investors,? Sandra Hernandez, spokeswoman for Morgan Stanley, New York.
?The strategy behind this, is to make the research more broadly available,? she said.
Morgan Stanleyis a global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
Financially mobile
To access the application, clients should have a valid Client Link account.
Consumers who do not have an account can contact their sales representatives.
Institutional clients can filter research reports based on the investment profiles.
Here is a screen grab of the application:
In addition, the application offers flagship Morgan Stanley publications, including Global Executive Brief, Global Debates Playbook, Best Ideas, Investments Perspectives and FX Pulse.
Consumers can view pending catalysts and analysis of ?what?s in the price.?
Here is another screen grab of the application:
Research investments
Clients can also check the latest research from analysts, read investment debates affecting a stock or asset, view risk reward scenarios for the key value drivers and filter content based on their investment profile.
Stanley Morgan is looking at extending to other platforms, such as Android soon.
Here is another screen grab of the application:
?On the interactive platform for the iPhone and iPad, investors can look at our research and find those answers [that they need] anytime, anywhere,? Ms. Hernandez said.
Final Take
Rimma Kats, editorial assistant, Mobile Marketer, New York
As a seasoned financial analyst with a comprehensive understanding of the investment banking and wealth management landscape, I have a deep expertise in the tools and platforms utilized by major financial institutions. My experience extends to the realm of mobile applications designed to deliver crucial investment insights and research reports. I have a solid grasp of the financial market dynamics and the strategies employed by firms like Morgan Stanley to disseminate information to institutional clients.
In the article you've shared, Morgan Stanley is highlighted for enabling institutional clients to access investment research and reports on over 2,600 stocks through its mobile application, the Morgan Stanley Research application. This application is specifically tailored for iPad and iPhone users and is available for free download on the App Store.
The key concepts in the article include:
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Morgan Stanley Research Application:
- The article emphasizes the availability of Morgan Stanley's research and analysis through a dedicated mobile application.
- The application is designed for institutional clients and provides access to reports on various financial instruments, including stocks, fixed income markets, currencies, and economics.
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Accessibility and Strategy:
- Sandra Hernandez, a spokeswoman for Morgan Stanley, mentions that the strategy behind making the research available on mobile devices is to broaden its accessibility.
- The move is aimed at allowing clients to access critical information conveniently and in real-time through their mobile devices.
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Client Requirements:
- Clients need a valid Client Link account to access the application.
- Those without an account can contact their sales representatives to set up an account.
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Filtering and Customization:
- Institutional clients can filter research reports based on their investment profiles.
- The application allows users to customize their content based on their specific investment needs and preferences.
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Publication Offerings:
- The application offers access to flagship Morgan Stanley publications, including Global Executive Brief, Global Debates Playbook, Best Ideas, Investments Perspectives, and FX Pulse.
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Expansion Plans:
- Morgan Stanley is considering extending the application to other platforms, with a mention of potential availability on Android in the near future.
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Interactive Platform Features:
- The iPhone and iPad interactive platform allows investors to explore research, find answers to critical questions, and access information anytime, anywhere.
By analyzing these concepts, it's evident that Morgan Stanley is leveraging technology to enhance the accessibility and customization of its research and reports, catering to the needs of institutional clients in the dynamic financial landscape. The application's features, such as filtering, customization, and access to flagship publications, highlight the firm's commitment to providing comprehensive and valuable insights to its clients.
