Intelligence Engine

The Intelligence Engine is an API-based AI platform that helps asset managers, wealth managers, and other financial-services firms conduct investment research faster than ever. It can process natural-language queries, read and understand hundreds of thousands of reports written by Morningstar’s analysts, gather investment information from Morningstar’s comprehensive databases, and then generate actionable, verifiable insights. Clients receive the answers they are seeking in seconds, while getting time back to invest in higher-value activities. Clients can also layer in their own research, editorial, or support content to curate the platform’s responses.

Integrate the Intelligence Engine into external-facing sites or digital applications to be the destination for clients looking for quick answers to nuanced financial questions. The Intelligence Engine accelerates your developers’ path to building customized AI applications. Our solution is tailor-made for investment research use cases, and it's regularly updated with new features and tools you can use to confidently deploy capabilities powered by generative AI, including comprehensive testing and evaluation workflows.

Users of Morningstar products including Morningstar Direct, Morningstar Advisor Workstation, and Morningstar Investor are already using Intelligence Engine-powered features including AI-assisted research, investment screening, and product support.

Morningstar is nothing without the trust we’ve earned from investors over nearly 40 years. And we’re committed to honoring your trust in the age of artificial intelligence. This is new territory for everyone, and we’re working and listening to make sure we explore it responsibly, just as we have with every single innovation over the years.