Morningstar, Inc., a leading provider of independent investment insights, today announced a suite of integrations with Microsoft technologies designed to bring Morningstar's trusted investment intelligence directly into AI-powered workflows used by financial services firms. The integrations span Microsoft 365 Copilot, Copilot Studio, and Microsoft 365 ecosystems, enabling investment professionals to access Morningstar's analyst-driven insights and investment data within the tools they already use for research, analysis, and client servicing.
Quick Intel
Morningstar announces integrations with Microsoft 365 Copilot for investment intelligence.
Federated Copilot connector enables Morningstar data and research in Copilot Chat and Excel.
Dedicated Copilot agent surfaces analyst-backed information grounded in proprietary data.
Morningstar Plugin for Copilot Cowork supports fund screening and comparison.
Integrations span MCP, Copilot Studio, and Microsoft 365 ecosystems.
Morningstar has approximately $370 billion in AUMA as of March 31, 2026.
The federated Copilot connector enables Morningstar data and research to surface alongside internal datasets within Microsoft tools like Copilot Chat, Copilot in Excel, and Researcher agent. Users can draw on Morningstar's data in real time for more in-depth AI-driven investment research, analysis, and reporting without switching platforms. The connector is designed to work within firms' existing security controls, helping support compliance and oversight requirements. A dedicated Copilot agent allows users to surface analyst-backed information grounded in Morningstar's proprietary data and analytics, supporting faster, more efficient workflows while maintaining the transparency and rigor that investors rely on.
The Morningstar plugin for Copilot Cowork seeks to bring an expert approach to fund screening, analysis and comparison through investment research, trusted data, and proprietary analytics across global asset classes. This aims to increase transparency, accuracy, and consistency in investment workflows. Copilot Cowork extends this across the Microsoft ecosystem, providing teams with access to Morningstar insights in broader enterprise work.
Adam Wheat, chief technology officer for the Direct Platform at Morningstar, stated: "Investment teams are embracing AI to work faster and more efficiently, but trust remains essential. Bringing Morningstar's data and research into Microsoft tools embeds our independent investment intelligence into the everyday workflows firms already use—helping support more informed decisions across the investment process."
Bill Borden, corporate vice president, Worldwide Financial Services at Microsoft, added: "AI is transforming how financial institutions make decisions—and those decisions must be grounded in trusted, high-quality data. Through our collaboration with Morningstar, we're bringing independent investment insights directly into Microsoft 365 Copilot, Copilot in Excel, and other Microsoft tools—helping teams move faster and act with greater confidence."
Across these integrations, Morningstar expands the reach and accessibility of its insights for asset and wealth managers, advisors, and other financial services firms. These launches advance Morningstar's broader AI strategy, which is to transform the way investment intelligence is curated, delivered, and applied. The strategy is grounded in combining AI with human expertise at scale, embedding intelligence into the workflows where investment decisions happen and delivering proprietary data and insights through the platforms clients already use. Through these efforts, Morningstar aims to be the trusted foundation for investors, empowering more informed decisions grounded in independent research and insights.
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 $370 billion in AUMA as of March 31, 2026. The Company operates through wholly-owned subsidiaries in 32 countries.
