By Leo Almazora
Publication Date: 2026-05-08 19:24:00
New AI integrations, which also includes intelligence from Pitchbook, is pushing advisor-grade investment data directly into the tools financial professionals already use.
A new partnership between Morningstar and Perplexity reflects how established financial data providers and AI-powered research platforms are moving to change how financial advisors access and act on investment intelligence.
On Friday, Morningstar announced that it and its subsidiary PitchBook have integrated with Perplexity, the AI-driven search platform, through model context protocol connections.
The new MCP integration allows eligible users to pull Morningstar and PitchBook data, research, and analysis directly into Perplexity’s research environment, including Perplexity Computer, a tool designed for multi-step research tasks. Rather than toggling between databases, advisors can pose natural-language questions and receive citation-backed answers grounded in Morningstar’s analyst research across public and private markets, according to the announcement.
The Perplexity partnership comes a few months after Morningstar announced another engagement with ChatGPT, in which it launched two apps for existing subscribers to be able to…
