As the mountains of investing data grow and the universe of investment choices expands, we know investors need a better way to sort through it all. The Morningstar Intelligence Engine uses artificial intelligence to help you get the information you want, faster than ever, in the formats you need. This isn’t just an evolution of investing, it’s a revolution.
Morningstar Intelligence Engine
The Future of Investing Starts Here
Research Redefined
Intelligence Engine (now in beta testing with our initial chatbot, Mo) lets anyone dig into Morningstar’s breadth of investment research and data without mastering an interface or knowing the jargon. Just ask a question—it processes natural language, grabs from our well of content, and gives you a concise response in seconds.
Meet Mo
Mo is a digital research assistant that puts Morningstar’s research just a question away. Drawing from our extensive investment data and research library (including every article published for Morningstar.com), Mo is designed to surface and summarize our independent insights in a conversational format for investors and investment professionals alike. It can do what no human can: read and recall the hundreds of thousands of research reports Morningstar produces, in seconds. Mo does not provide investment advice.
The beta-test version of Mo can be used today, in Morningstar Investor and in Direct Compass, which is included in every Morningstar Direct license and many configurations of Morningstar Advisor Workstation. There is no additional charge to use Mo.
Unlock the Value of AI
Firms can license Morningstar Intelligence Engine to scale the reach of their investing services quickly, efficiently, and responsibly. For asset managers and redistributors, this could mean using Mo to creating best-in-class websites and streamline research workflows, and wealth managers can answer questions faster than ever before. Firms can also customize their Intelligence Engine solution to advisor efficiency and compliance with home-office strategies, research, and processes.
Here’s How It Works