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Fully Integrated AI Tools

Mo in Direct Advisory Suite combines AI automation with advisor oversight to save time and reduce operational costs. 

Mo provides research, insights, and data accuracy backed by Morningstar’s industry expertise. It’s the reliable solution trusted by top enterprises.

Illustration of Morningstar's AI tools for financial advisors, showing an investment research assistant and AI-generated investment proposal.

AI-Driven Efficiency

Quickly perform fundamental research to back up your recommendations with independent data and analysis. 

This efficiency allows you to provide well-supported, timely advice to clients, enhancing trust and decision-making processes.

Sample fund research in Direct Advisory Suite, showing Morningstar's fair value assessment, star rating, and close price.

AI-Enhanced Research

Analyze market trends, and the largest independent research databases in the world. 

With a simple query to Mo, you’ll uncover data and analysis from our 150-plus global analysts and research on over 100,000 investments across all categories.

Illustration of the AI assistant feature for investment screening: Users can ask the chatbot a question to open a filtered list or a comparison of two stocks.

Trusted Client Engagement

Mo surfaces immediate insights for tough client questions, clear summaries of complex financial topics, and research in a conversational format. 

With cited information, Mo empowers you to share concise, reliable advice to your clients.

Illustration of the AI assistant chat with cited sources from Morningstar's original research.

AI-Powered Intelligent Import

Conveniently upload client statements from images or PDFs. AI then extracts portfolio holdings and market values, instantly generating completed portfolios for your client base.

Illustration of the drag-and-drop import feature for financial statements from new or existing clients.

Related Features

Direct Advisory Suite is a connected toolkit spanning proposal creation, investment research, investment planning, and more.

Regulation and Compliance Tools

Key compliance steps are woven into investment planning, proposal generation, and client reporting workflows, so your compliance team can be confident advisors are providing advice that’s not only great but also compliant.

Risk Profiling and Risk Scoring Tools

Match a client risk profile with recommendations to show each investor's suitability for different investments.

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