Morningstar, Inc., a provider of independent investment insights, has introduced integrations enabling licensed users and firms to access its AI-ready data and research directly within Microsoft’s AI tools. This initiative makes Morningstar’s extensive data and research library, covering global open-end funds, ETFs, and stocks, along with portfolio analytics, ratings, performance data, and proprietary methodologies, available through these platforms.
The integrations extend to Microsoft Foundry, allowing Morningstar’s content to be used in enterprise-scale AI applications. Additionally, Microsoft Copilot Studio enables the creation of custom AI agents powered by Morningstar data and research for specific workflows. Support for Microsoft 365 Copilot is also forthcoming, which will connect Morningstar insights directly into productivity tools like Microsoft Teams.
Adam Wheat, head of Data & Research Solutions and chief technology officer for Direct Platform at Morningstar, stated, “Investors should be able to access trusted, independent data and insights wherever they choose to work. By teaming with Microsoft, we’re removing friction and putting the breadth and depth of our data and human intelligence right inside the AI tools they already use.”
Financial advisors, asset managers, and institutional investors are navigating demands for personalized insights, rapid responses to market shifts, and the management of increasing data volumes, all while meeting client expectations and regulatory requirements. Morningstar’s integrations with Microsoft utilize the Morningstar Agent and the Morningstar Model Context Protocol (MCP) Server to address bottlenecks in fragmented workflows, providing secure, entitlement-based access to quality data and research within existing platforms.
Bill Borden, corporate vice president of Worldwide Financial Services at Microsoft, commented, “Morningstar’s trusted data, combined with Microsoft’s AI solutions, are transforming how financial services professionals work. By automating complex workflows and eliminating friction across fragmented systems, Morningstar and Microsoft are creating new value for the industry—accelerating innovation, driving operational excellence, and delivering richer, more personalized client experiences.”
These integrations are designed to benefit various financial professionals: asset and wealth managers can accelerate research, portfolio analysis, and client reporting; advisors can deliver personalized, AI-powered insights and client experiences at scale; and institutional investors can integrate Morningstar’s intelligence into custom AI workflows for compliance, risk, and strategy.
Morningstar’s approach to these AI connections includes its proprietary data and intellectual property, which encompasses rigorously collected, enriched, and uniquely categorized data, including exclusive PitchBook intelligence. The integration offers frictionless, secure, entitlement-based access via the Morningstar Agent or the MCP server. Morningstar also emphasizes continuous expansion of AI-ready coverage and customization to evolving client needs, with every integration guided by the expertise of its analysts to ensure accuracy and trust. Morningstar, Inc. is publicly traded on Nasdaq under the ticker MORN and reports approximately $369 billion in AUMA as of September 30, 2025, operating through subsidiaries in 32 countries.
