Launch·
Morningstar launches Direct AI, an agentic version of its flagship platform
● Editor reviewedVendor claim
Morningstar rebuilt its flagship Direct platform around agents, live for global users. Investment professionals get agents for product development, distribution (finding where a fund fits a model portfolio) and manager due diligence, including portfolios that mix public and private holdings.
Why it matters for investors
A core research platform going agentic changes how fund selectors, allocators and distribution teams do manager research.
Key details
- Company
- Morningstar
- Source
- Vendor announcement
Source
Read at Morningstar (Business Wire) ↗
Morningstar (Business Wire) · newsroom.morningstar.com · Found in the news · source checked Oct 14, 2026
Related tools
Chronograph: Portfolio monitoring for PE and LPs.Cobalt: Private markets portfolio monitoring (FactSet).Dasseti: Operational due diligence software.FundLP: AI fund-diligence platform for LPs: an agent screens funds, reads LPAs, PPMs and decks, flags risks, drafts investment memos and benchmarks fund metrics.
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