Investment professionals can now access trusted market intelligence directly within their daily AI-powered workflows. Morningstar, Inc., a leading provider of independent investment insights, has launched new integrations that allow licensed users and firms to access its vast library of AI-ready data and research from within Microsoft's AI tools. This move is designed to remove friction for financial advisors, asset managers, and institutional investors by embedding Morningstar's proprietary insights directly into the platforms they use every day.
Morningstar has integrated its AI-ready data and research with Microsoft's AI tools.
The integration includes Microsoft Foundry, Copilot Studio, and soon Microsoft 365 Copilot.
It provides secure, entitlement-based access to Morningstar's global fund, ETF, and stock data.
The goal is to break down workflow bottlenecks for financial professionals.
Access is enabled via the Morningstar Agent and a Model Context Protocol (MCP) Server.
This puts trusted, independent insights directly into existing AI-powered workflows.
The integration spans several key Microsoft platforms to meet different user needs. For enterprise-scale application development, data can be incorporated via Microsoft Foundry. For building tailored, automated workflows, users can create custom AI agents powered by Morningstar data within Microsoft Copilot Studio. Furthermore, a future integration with Microsoft 365 Copilot will allow users to surface Morningstar insights directly within productivity tools like Microsoft Teams. “Investors should be able to access trusted, independent data and insights wherever they choose to work,” said Adam Wheat, head of Data & Research Solutions at Morningstar.
The integration addresses mounting pressures on financial advisors and institutional investors, who must deliver personalized insights, respond rapidly to market shifts, and manage growing data volumes. By leveraging the Morningstar Agent and an MCP Server, the solution breaks down data silos and fragmented workflows. It provides secure, entitlement-based access to Morningstar's quality data—including exclusive PitchBook insights—within the tools professionals already use, accelerating research, portfolio analysis, and client reporting. Bill Borden, corporate vice president of Worldwide Financial Services at Microsoft, stated, “Morningstar’s trusted data, combined with Microsoft’s AI solutions, are transforming how financial services professionals work."
A core principle of Morningstar's strategy is combining its proprietary data with human expertise. The company emphasizes that its AI-ready content is backed by the rigorous collection and enrichment processes of its analysts, ensuring accuracy and trust. This human-centered AI approach, combined with flexible commercial models and secure access, aims to empower investors by accelerating speed-to-insight without compromising on the quality and independence of the intelligence they rely on.
This strategic integration represents a significant step in the democratization of financial data. By embedding its insights directly into collaborative AI environments, Morningstar is ensuring that its trusted research becomes a more fluid and immediate part of the decision-making process, ultimately helping financial professionals work more efficiently and deliver greater value to their clients.
About Morningstar
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
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