Tag : Morningstar

Morningstar Introduces AI Assistant Built into the Advisor Workflow
Artificial Intelligence Investment Services News

Morningstar Introduces AI Assistant Built into the Advisor Workflow

Business Wire
by Business Wire0
The new AI capability is designed to transform Direct Advisory Suite into an interactive, connected workspace that helps streamline key tasks from research and meeting prep to client-ready proposals Morningstar, Inc. , a leading provider of independent investment insights, introduced an AI assistant embedded in Direct Advisory Suite, its flagship advisor......
Morningstar Names Scott Brown as President of Direct Platform Business
Artificial Intelligence Investments News

Morningstar Names Scott Brown as President of Direct Platform Business

Business Wire
by Business Wire0
Morningstar, Inc., a leading provider of independent investing insights, has appointed Scott Brown as President, Direct Platform, effective March 2, 2026. Brown will lead Morningstar’s largest business segment and a core growth engine, with flagship products such as Morningstar Direct, Morningstar Data, and Direct Advisory Suite (the latest evolution of......
Morningstar Unleashes AI-Ready Investing Insights in Microsoft AI Tools
Finance Investment Services News

Morningstar Unleashes AI-Ready Investing Insights in Microsoft AI Tools

Business Wire
by Business Wire0
New integrations advance investors’ access to trusted data and insights anywhere they work Morningstar, Inc., a leading provider of independent investment insights, has launched integrations that enable licensed users and firms to access its AI-ready data and research from within Microsoft’s AI tools. This includes Morningstar’s vast data and research......
Cboe Launches Index Datasets on Snowflake Marketplace, Further Expanding Access via the Cloud
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Cboe Launches Index Datasets on Snowflake Marketplace, Further Expanding Access via the Cloud

PR Newswire
by PR Newswire0
Cboe Global Indices Feed channels now available through Snowflake Marketplace Cboe continues to adopt cloud technologies to expand data distribution and access Addresses growing customer demand for efficient and scalable access to Cboe’s global indices data Cboe Global Markets, the world’s leading derivatives and securities exchange network, announced the availability of......
Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors
Finance Fintech Investments News

Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors

Business Wire
by Business Wire0
Morningstar, Inc., a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application streamlines key tasks such as conducting research, building and analyzing portfolios, and generating client proposals. Direct Advisory Suite is built on the foundation of......
Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
by PR Newswire0
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, announced......
Morningstar and PitchBook Introduce New Indexes to Provide Investors with Deeper Insight into Emerging Venture Capital Companies
Investment Services News

Morningstar and PitchBook Introduce New Indexes to Provide Investors with Deeper Insight into Emerging Venture Capital Companies

PR Newswire
by PR Newswire0
Morningstar, a leading provider of independent investment insights, introduces the Morningstar PitchBook Global Unicorn Industry Vertical Indexes, a suite of eleven indexes that take Morningstar’s global unicorn index series to the next level by offering insights into the industry trends that are propelling and shaping today’s venture capital innovation economy. The......
Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
Investment Services News

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

PR Newswire
by PR Newswire0
New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX The retirement groups within Morningstar Investment Management LLC (“Morningstar Retirement”), a subsidiary of investing insights firm Morningstar, and Envestnet, a leading......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
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