Morgan Stanley Mobile App
from Morgan Stanley
The Morgan Stanley Mobile App provides clients access to their investment portfolios, insights, and research tools while ensuring client information is secure through advanced security measures.
Category:
Secure Mobile Devices
Tablets and smartphones with enhanced security features allowing advisors to access client information and financial planning tools while meeting with clients outside the office.
Analysis on right >
Secure Mobile Devices analysis
Deployment, Support, and Training
(4 Yes /4 Known /10 Possible features)
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1. Feedback & Feature Request System
Enables users to submit suggestions and requests for enhancements.
The app provides a method for users to submit feedback and feature requests.
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2. Test/Sandbox Environment
Safe environment for testing new features/configurations.
No information available
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3. API Documentation
Complete documentation for developers integrating the platform.
No information available
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4. User Role Training Programs
Custom training by user function (advisor, admin, client).
No information available
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5. Flexible Deployment Options
Supports cloud, on-premises, or hybrid deployment models.
No information available
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6. Dedicated Account Manager
Assigned specialist for organizational needs and issue escalation.
No information available
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7. Knowledge Base
Online repository of FAQs, guides and troubleshooting tips.
FAQ and a knowledge base are publicly available and linked from the app.
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8. 24/7 Help Desk Support
Continuous support by phone, chat, or web.
No information available
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9. In-App Tutorials & Help
Embedded resources to assist new or returning users.
Help sections and tutorials are included in the app for user support.
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10. Guided Onboarding
Step-by-step instructions for initial setup for users and administrators.
The app includes onboarding instructions and support.
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Platform Reliability & Performance
(3 Yes /3 Known /10 Possible features)
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Collaboration & Communication
(5 Yes /5 Known /10 Possible features)
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Audit, Reporting & Compliance
(3 Yes /3 Known /10 Possible features)
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Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
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Transaction Security & Control
(6 Yes /6 Known /10 Possible features)
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User Experience & Interface
(8 Yes /8 Known /11 Possible features)
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Mobile Device Management (MDM) & Security Monitoring
(3 Yes /3 Known /11 Possible features)
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Data Encryption & Privacy
(6 Yes /6 Known /11 Possible features)
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Authentication & Access Control
(4 Yes /4 Known /13 Possible features)
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Publicly available data.
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