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Aladdin Wealth, BlackRock’s wealth management technology platform, has unveiled a new AI-enabled “Auto Commentary” tool designed to help financial advisors deliver more personalized, efficient, and insightful client service. The feature will debut in the U.S. this month through Morgan Stanley Wealth Management’s Portfolio Risk Platform, underscoring the firm’s leadership in generative AI adoption within financial services.
Auto Commentary uses generative AI to transform complex portfolio analytics into concise, client-ready narratives. By integrating Aladdin Wealth’s robust risk analytics, a firm’s CIO market outlook, and detailed portfolio-level information, the tool provides advisors with customized insights they can immediately use in client conversations. The result is a scalable way for financial advisors to deepen relationships by delivering relevant, differentiated commentary without the heavy manual lift traditionally required.
“The opportunity to transform wealth management through technology has never been greater,” said Ted Stratigos, Global Head of Aladdin Wealth Tech at BlackRock. “To meet this moment, we’re harnessing the power of AI to simplify complex workflows and enhance how financial advisors connect with clients, driving greater efficiency and deepening financial advisor-client engagement. At BlackRock, we’re committed to staying ahead of client needs by using AI as a catalyst for meaningful innovation.”
How Auto Commentary Works
The Auto Commentary feature combines three core inputs:
• Portfolio-level analytics powered by Aladdin’s risk engine.
• Firm-level CIO market outlooks, which reflect strategic investment positioning.
• Client-specific details on holdings and investment preferences.
Gen AI models analyze hundreds of data points to generate concise, personalized insights for each client portfolio. These insights are summarized into a cohesive narrative that highlights what matters most, enabling financial advisors to spend less time gathering data and more time having meaningful conversations. In doing so, Auto Commentary helps advisors scale personalization across hundreds of clients simultaneously.
Chris Scott-Hansen, Managing Director and Head of Consulting Group at Morgan Stanley Wealth Management, explained: “Auto Commentary leverages AI to integrate hundreds of analytics and firm-level market insights into a cohesive narrative. By automating labor-intensive research, we enable our financial advisors to concentrate on what truly matters—building trust through assisting clients in navigating complex market dynamics.”
Takeaway
By combining analytics, CIO insights, and client data, Auto Commentary delivers scalable personalization—freeing advisors from manual tasks to focus on client engagement.
Morgan Stanley at the Forefront of AI in Wealth Management
The implementation of Auto Commentary on Morgan Stanley’s proprietary Portfolio Risk Platform marks a significant milestone in the application of AI in wealth management. The platform already integrates BlackRock’s Aladdin analytics with Morgan Stanley data, enabling advanced risk assessment for clients. Now, with Auto Commentary, financial advisors will gain AI-generated, context-rich commentary aligned with each client’s portfolio and goals.
Starting in October, Morgan Stanley advisors will be able to use Auto Commentary to enhance client meetings with timely, data-driven narratives. The tool is expected to reduce preparation time for advisors, allowing them to dedicate more resources to strategic planning and personalized advice. This reflects Morgan Stanley’s broader commitment to modernizing advice through technology-driven solutions.
“Morgan Stanley is committed to implementing technology solutions that modernize the future of advice: less time spent gathering data, more time delivering actionable insights to every client,” Scott-Hansen said. The deployment also aligns with Morgan Stanley’s ongoing strategy to use generative AI to enhance advisor-client engagement, positioning the firm as an industry leader in financial services innovation.
Takeaway
Morgan Stanley’s rollout of Auto Commentary reinforces its AI leadership, turning portfolio analytics into actionable client narratives at scale.
AI as a Catalyst for the Future of Wealth Management
The introduction of Auto Commentary comes at a time when wealth managers face growing demand for personalization and efficiency. Clients increasingly expect real-time, tailored insights, while advisors need to scale their practices without sacrificing service quality. By embedding AI directly into workflows, Aladdin Wealth provides wealth managers with a way to balance these demands.
For BlackRock, Auto Commentary is part of a larger vision: equipping wealth managers with connected digital systems that accelerate growth, deepen client relationships, and increase advisor efficiency. Aladdin Wealth already serves as a strategic partner to wealth managers and private banks globally, combining sophisticated risk analytics with comprehensive portfolio management tools. Adding generative AI to this foundation advances the platform’s ability to deliver personalized advice at scale.
As Stratigos noted: “We’re harnessing the power of AI to simplify complex workflows and enhance how financial advisors connect with clients.” This reflects an industry-wide trend where AI is becoming central to how advice is delivered, portfolios are managed, and client engagement is scaled across large organizations.
Takeaway
Aladdin Wealth’s AI innovation highlights the industry shift toward personalization at scale, where technology amplifies the advisor’s role rather than replaces it.
Outlook: Technology as a Differentiator in Advice
As competition intensifies in wealth management, firms are turning to AI as a differentiator. Tools like Auto Commentary help advisors transform raw analytics into actionable insights, giving them the ability to provide clients with more clarity, transparency, and confidence. For large firms like Morgan Stanley, this kind of technology can scale across thousands of advisors and millions of client interactions, reinforcing brand leadership in the digital era.
By embedding AI-powered commentary into its platform, Morgan Stanley is signaling a future where financial advice is both more efficient and more human. Advisors spend less time on manual analysis and more time on trust-building conversations. Clients, in turn, benefit from timely insights tailored to their portfolios and preferences. This dual benefit strengthens advisor-client relationships and drives long-term growth for wealth managers.
For BlackRock, the launch of Auto Commentary reflects its broader mission to stay ahead of wealth managers’ evolving needs. By embedding generative AI into Aladdin Wealth, the firm is delivering innovation that could redefine how wealth advice is created, personalized, and delivered across the industry.
Takeaway
AI-driven commentary tools like Aladdin Wealth’s Auto Commentary could redefine wealth management, enabling advisors to deliver personalized insights at scale.
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