The Integration offers entitlement-based access to Morningstar’s research within Microsoft AI tools.
Morningstar has completed artificial intelligence (AI)-backed integrations that now allow licensed users and firms to access its AI-ready data and research through Microsoft’s AI tools. A connection to Microsoft 365 Copilot is expected soon The initiative brings Morningstar’s library of data and research, covering open-end funds, ETFs, and stocks, alongside portfolio analytics, ratings, performance data, and proprietary methodologies, into widely used Microsoft platforms.