Morningstar launches AI assistant for Direct Advisory Suite to help advisors streamline research and client proposals.

Morningstar, Inc. (NasdaqGS:MORN) has introduced a new AI assistant within its Direct Advisory Suite platform. The tool is designed to streamline advisory workflows using natural language, automating ...

Morningstar today introduced an AI assistant embedded in Direct Advisory Suite, its flagship advisor platform.

Morningstar has introduced an AI assistant embedded in its flagship advisor platform, the Direct Advisory Suite. The firm says that the launch reflects a “transformation toward an AI-first advisor ...

Michael D’Andrea and Raymond James rely on Morningstar Direct to provide the transparency and accuracy of investment information they require. Their due diligence efforts were made more efficient due ...

Scott Brown’s will oversee Morningstar Direct, data feeds, and advisory tools as the firm continues to build unified intelligence around public and private market analytics. Morningstar has named ...