Direct AI Solutions

Realizing AI’s potential demands a foundation of high-quality research and data to simplify and scale your strategies. Morningstar’s Direct AI solutions help you personalize insights, enhance your decisions, keep pace with the industry, and explore new horizons for investing success.

Morningstar’s research and data are robust, rigorous, and ready to power the future of investing, and Direct AI solutions let you incorporate them into cutting-edge solutions.

Actionable Insights

Uncover emerging opportunities and adapt to market changes with AI agents that put our independent research and data at your fingertips.

Personalized Experiences

Enhance personalization, increase engagement, and improve retention with digital experiences that strengthen client relationships and build trust.

Seamless Integration

Make AI adoption easy with powerful APIs you can embed into your applications. Get secure access to research and data in a low-code environment.

Streamlined Workflows

Use ready-made APIs built on high-quality data and research to support portfolio construction, reporting and so much more.

Faster, Smarter Investment Workflows

Built on Morningstar's Direct Web Services application and powered by our investment research and data, our AI solutions put our independent insights at your fingertips.

Direct AI Agents

Discover emerging trends, optimize investment strategies, and identify risks and opportunities with AI. All grounded in Morningstar’s independent research and data.

Direct AI Insights

Get accurate and actionable AI-powered investment insights. Quickly analyze portfolios and watchlists with the latest analyst research and timely data.

Direct AI MCP Server

Connect, control, and contextualize your AI tools with a unified server that makes integration simple, so you can focus on innovation. Streamlined access to validated data and research enhances precision and governance.

How We Bring Direct AI Solutions to Life

Our research and data are ready to power your AI investment tools and applications so you can focus on delivering the best results.

Direct Web Services

Screen. Analyze. Compare. Optimize. Create personalized digital experiences with AI-ready investment research, data, and analytics APIs, accessible via our AI agents and insights tools.

Licensed Research

Build your workflows on a foundation of independent and insightful investment research, trusted by professional investors worldwide. Research that’s ready to feed your AI solutions.

Licensed Data

Explore broad and deep data that combines completeness, timeliness, consistency, and accuracy to deliver quality. The result? Industry-leading data that’s ready to power your AI strategies.

AI in Action at Morningstar

Meet Mo, an AI research assistant who is revolutionizing the way we work. Our analysts are already feeling the benefits:

30% time saved through automation
20% reduction in research time
50% decrease in writing time
65% improvement in editing efficiency

Less manual, more meaningful. And this is just the beginning.

Morningstar Direct

collage image of elements from Direct Advisor Suite

Direct Advisory Suite

Mo supports elevated advice at scale by streamlining research and screening, accelerating navigation, and creating tailored talking points and investment plans to help advisors showcase their value.