Marloo adds Morningstar research and data to AI platform

Morningstar's research and data will be available to Marloo's UK-based financial adviser clients. Drawing on Morningstar's data covering its universe of funds and some 1,500 model portfolio solutions available through this integration, Marloo adviser users will be able to access fund information including performance and risk, portfolio weightings and sector exposures, in an investor-specific context. Marloo's customers will be able to conduct fund research and compile reporting in a client-ready format without leaving the platform. Additionally, the ‘Ask Marloo' natural language f...