Morgan Stanley(US:MS) Yahoo Finance·2025-09-19 14:19Group 1 - Morgan Stanley Wealth Management is expanding its workplace service offerings through an enhanced partnership with valuation software provider Carta, aimed at supporting private company founders, executives, and employees preparing for liquidity events and IPOs [1][3] - Carta, founded in 2012, specializes in various support areas for venture capital and private equity, including cap table management, valuations, taxes, and equity program management [2] - The expanded partnership will integrate Morgan Stanley's services into the Carta platform, providing access to advisors, research, financial education, planning, and cash management directly within the Carta portal [3] Group 2 - Morgan Stanley previously acquired and integrated Carta's competitor, Solium Capital, and its Shareworks platform, enhancing its capabilities in the equity management space [4] - In a separate development, Snowflake was recognized as Morgan Stanley's strategic partner of the year for its contributions to data-driven initiatives and AI innovation [5] - Snowflake has maintained a seven-year partnership with Morgan Stanley, assisting in the development of its modern data warehouse and serving as a key AI platform for data and analytics [6] Group 3 - Snappy Kraken launched its AUM Pipeline Dashboard to help advisory firms forecast growth by analyzing ROI on marketing activities [7] - The dashboard allows firms to monitor and configure pipeline stages centrally, facilitating the distribution of configurations to advisors [8] - At the advisor level, contacts are automatically segmented and moved between pipeline stages based on configurable filters that utilize various data sources, including marketing engagement signals and AI lead capture [9]