AI-Powered Automation for Investment Research and Financial Services

Transform Morningstar with Agentic AI

StackAI helps investment research and financial services leaders automate earnings call analysis, generate investment memos, and streamline compliance reporting—delivering faster insights and decision-making with enterprise-grade security and governance.

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Trusted by

Enterprise AI for Morningstar Investment Research

StackAI helps investment research and data analytics leaders automate earnings call analysis, market research reporting, and portfolio insight generation—securely, at scale, and with full auditability across complex financial workflows.

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Templates for earnings analysis, sentiment, and research reports

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

SOC 2 Type II, GDPR, and HIPAA compliance

On-premise deployment

Built-in governance and analytics

White-glove support from AI experts

Talk to an AI Expert

See Enterprise AI Agents in Action

Book a demo to get industry-tailored use cases, custom strategies to scale AI adoption across your enterprise, and a roadmap for safe, auditable deployment.

Case Studies

How a Multi-Class Asset Management Fund Uses AI Agents

Streamline research, compliance, and reporting with agentic AI

Case Studies

How a Multi-Class Asset Management Fund Uses AI Agents

Streamline research, compliance, and reporting with agentic AI

See how an asset management fund used StackAI agents to automate research workflows, accelerate compliance and reporting, and improve decision-making with governed, auditable AI automation.

Workflows used

Automate investment research and memo generation from filings and reports

Standardize compliance and reporting with full audit trails

Scale workflows securely across teams with enterprise controls

AI Agents for Investment Research and Reporting

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

Use Cases Collection

10+ AI Agents for Wealth Management

Explore 10+ real-world AI agent use cases helping wealth management teams reduce manual tasks, speed up decisions, and drive smarter, more scalable operations.

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Platform

Build AI Agents to Automate Investment Research with Morningstar Data

Leverage Morningstar's comprehensive fund, equity, and market data within AI-powered workflows that automate portfolio analysis, generate research summaries, screen investments, and deliver actionable insights—all without writing a single line of code.

Platform

Build AI Agents to Automate Investment Research with Morningstar Data

Get a Demo

Try It Now

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

Workflows

Interfaces

Integrations

On-Premise

Security

Support

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

integrations

Bring Agentic AI to Your Enterprise

With 100+ enterprise integrations, AI agents built on StackAI can read, write, and execute tasks within your existing systems.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

our certifications

Enterprise-Grade Security

Don't just take our word for it—StackAI is certified to protect sensitive data, no matter the industry or use case.

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

HIPAA

Secure, certified handling of sensitive health information.

Healthcare

001

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

GDPR

Advanced privacy standards for the protection of personal data.

Europe

003

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

SOC 2 Type II

Verified security practices for enterprise-grade data protection.

SECURITY

002

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

ISO 27001

Global excellence in information security management.

global

004

Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”
Dale Ward
Chief AI and innovation officer
“The StackAI team has been amazing, and having StackAI as a platform for DDC has opened the door for us to implement agentic AI across all of our departmental functions at a corporate level.”
Marcela Deitrich
SVP of Operations and Customer Service
“StackAI lets our users create enterprise-grade solutions, not just chatbots. It has changed how we think about participant service and how we approach our work: faster and smarter.”
Fabien Cros
Chief data and ai officer
“We've gone from a bottleneck of experts to a citizen developer movement, and we're on track to reached $1M in operational savings.”
Stefan Galluppi
Chief information officer
“We’ve used StackAI to test, deploy, and manage a wide range of agents. StackAI provides a reliable foundation for building and running production-ready AI systems.”
Brian Hayt
Senior Director of Innovation Platforms
“StackAI's flexibility, speed, and no-code UI have helped us to build internal tools that give our teams an edge, from grant analysis to competitive research.”
Doug Williams
gen ai lead
“StackAI was paramount in easily building AI assistants for our students, in a matter of weeks. We were able to transform the students' learning journey ourselves, without the need to code or become an expert in AI.”

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

FAQ

Frequently Asked Questions

About AI Agents and the Enterprise AI Platform

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

What exactly are AI agents, and how do they work?

Do I need technical skills or coding knowledge to use StackAI?

Can StackAI process unstructured documents (PDFs, scans, spreadsheets)?

Is StackAI secure enough for sensitive data?

How and where is our data stored when using StackAI?

What kind of support does StackAI provide during onboarding and deployment?

Get started

Let's Build Agentic AI Solutions for Morningstar, Together

Book a demo to see how stack.ai can help Morningstar deploy agentic AI workflows that automate research analysis, streamline data extraction from complex financial documents, and deliver faster, more accurate investment insights at scale.

Book a Demo