Two Major Financial Institutions Team Up With Box

Box today announced that Assante Wealth Management (Canada) Ltd. (“Assante”), one of Canada’s largest wealth management firms, has chosen Box to support its move to incorporate a fully digital business offering. Founded in 1995, Assante provides a range of wealth management solutions to Canadians, including investment management, financial, estate, tax and insurance planning as well as legacy planning and facilitating charitable giving.

On top of that, Morgan Stanley today announced the launch of a new wealth management digital collaboration product, which allows for encrypted document sharing between clients and Financial Advisors. The new platform is powered by Box as well and through this partnership, Morgan Stanley Wealth Management will be utilizing Box’s cloud content management capabilities, including Box Platform, Box KeySafe and Box Governance.

For more information, you can find today’s press release on Assante here, and the one on Morgan Stanley here.

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