Morningstar rolls out agentic AI platform built on its research
AI SummaryAI-generated — verify against the source.Morningstar has launched 'Direct AI,' an agentic AI platform designed to integrate with its research and data capabilities. This tool aims to assist financial advisors in streamlining workflows, specifically addressing the complexities of private-market due diligence and model portfolio management.
Read full article at Investment NewsWant the full daily Briefing?
30 stories like this every day, with Action Required call-outs and direct lines to ask Aria — finsay's AI compliance assistant.
Try free for 14 daysRelated stories
- Jump Integrates with FMG to Surface Content
Jump, an AI-powered meeting assistant for financial advisors, has integrated with FMG to automatically suggest compliance-approved marketing…
- Wealthtech News: Docupace Launches Next, an Agentic AI Platform
Docupace has launched 'Next,' an agentic AI platform designed to automate back-office workflows and document management for wealth managemen…
- FinTurk Partners with Fiduciary Check to Deliver AI-Native CRM to Financial Advisors
FinTurk and Fiduciary Check have partnered to launch an AI-native CRM specifically designed for financial advisors. This integration aims to…