AI Insight offers a convenient way for broker dealers, RIAs, financial advisors, alternative investment managers and sales representatives to connect. We’re currently working with about 150 broker dealers and RIAs representing about 50,000 advisors. We’re also working with more than 120 alternative investment managers whose investments are included on the platform.
Financial firms and advisors can research the individual investment offerings from AI Insight’s universe of programs to train, track compliance activity, access marketing support and monitor ongoing performance—all via a customizable, dedicated platform.
AI Insight also helps alternative investment managers elevate their visibility in the industry, increase program accessibility and promote transparency.