Morningstar Launches Direct AI, an Agentic Platform Built on Independent Insights
Business Wire•07/10/2026•09:15 ET
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Key Highlights
- ➤Morningstar (MORN) launches Direct AI globally for investment professionals
- ➤Direct AI introduces Product Development, Distribution, and Manager Research agents
- ➤Morningstar makes investment intelligence available through Claude, Microsoft Copilot, and ChatGPT
- ➤Morningstar reports approximately $375 billion in AUMA as of June 30, 2026
Expert Statements
Scott Brown, President, Direct Platform at Morningstar
“AI and agents are only as valuable as the data that powers them,”
Scott Brown, President, Direct Platform at Morningstar
“With Direct AI, we’re putting the full breadth of our independent research, data, and insights into agents that fit naturally into clients’ workflows. It accelerates our mission to empower investor success.”
Morningstar Launches Direct AI, an Agentic Platform Built on Independent Insights
The transformed Morningstar Direct experience includes an all-new interface and purpose-built agents that are designed to help clients answer complex, high-value questions and reach decisions with greater clarity and confidence.
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