3 min read
Watch: How Morningstar Is Using AI to Power Smarter Advice
See how Morningstar applies AI, including Microsoft Copilot, to simplify advisor workflows, improve efficiency, and deliver faster access to our research and insights.
How is Morningstar pioneering the integration of AI into the financial advice industry?
We're applying AI in practical ways that help advisors work more efficiently, simplify multi-step workflows, and get to trusted insights faster.
In this interview with Microsoft, Chief Technology Officer Adam Wheat dissects how Morningstar is leveraging AI to enable advisor access to our universe of investment ratings and independent research.
Watch the video to explore how Morningstar is working to streamline complex research processes, connect data across public and private markets, and support better, more repeatable outcomes.
