Morningstar details Bedrock AgentCore assistant for financial advisers
AWS and Morningstar have described an AI assistant inside Direct Advisory Suite that prepares client context and guides multi-step adviser workflows. Bedrock AgentCore provides a session-aware runtime, isolation, networking, memory and telemetry. The case study emphasises entitlements, guardrails and auditability; it does not establish that every adviser or region has the same production access.