Morgan Stanley to Link 3,400 Stock Plan Clients to External AI Agents Next Year

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According to CNBC, Morgan Stanley plans to let its 3,400 stock plan administration clients connect external AI agents to Shareworks and Equity Edge platforms next year. The move would enable external AI agents to access data and insights through the Model Context Protocol as companies manage stock plans with fewer staff. The bank has already granted early access to a handful of clients and expects full rollout in 2027.
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