Related features
Direct Advisory Suite is a connected toolkit spanning proposal creation, investment research, investment planning, and more.
The AI assistant in Direct Advisory Suite
Bring agentic artificial intelligence into the advisor workflow. Move faster, engage clients more effectively, and improve investor outcomes.
AI-powered workflows deliver rapid research and actionable insights, with data accuracy grounded in Morningstar’s industry-leading expertise.
AI-enhanced research
Strong data is the foundation of effective AI. Quickly perform fundamental research to back up your recommendations with unbiased data and analysis.
With a simple query, you’ll uncover data and analysis from our more than 150 global analysts and research on over 100,000 investments across all categories.
Outcome-driven portfolio analytics
Generate enterprise-grade analytics in a single request—surfacing risk, exposures, and resilience in seconds for more confident portfolio conversations.
Personalization at scale
Clients expect personalization. Our AI assistant assembles client context, portfolio data, and insights automatically – handling the prep work at scale so you can focus on the conversation.
Trusted client engagement
Our AI assistant surfaces immediate insights for tough client questions, clear summaries of complex financial topics, and research in a conversational format.
Prepare for meetings in five minutes with cited information and talking points, empowering you to share concise, reliable advice.
AI assistance where you work
Advisors already use tools like ChatGPT, Copilot, and Claude. Direct Advisory Suite meets them where they are—grounding intelligent workflows in Morningstar's trusted data and independent research natively and securely wherever work happens. No copy and paste, no disconnected tools, and no compromise to governance or compliance.
AI-powered intelligent import
Easily upload client statements from images or PDFs. AI then extracts portfolio holdings and market values, instantly generating complete portfolios for your client base.
