Alternative Investment Managers

Raise Your Company and Product Visibility

AI Insight created a fast-growing network of independent registered investment advisors, broker dealers and family offices that are expressly interested in alternative investments.

Our platform tracks, synthesizes and utilizes information gained through our alternative investment managers to provide research, training and independent offering information to financial firms and advisors.

Advisors receive consistent, unbiased product summaries and regulatory-compliant training for each offering via access to detailed program summaries and customizable, program-specific training modules.

We can also help you open the door to new business opportunities by providing current, updated contact information for advisors in your selling group which can be conveniently uploaded your firm’s CRM system.

View an Introduction to AI Insight for Alternative Investment Managers

See the AI Insight Platform in Action

Explore Features and Benefits

Continuing Education from AI Insight

Take advantage of AI Insight’s e-learning library and webinar series to earn credit towards your CFP® or other professional designations and meet Firm Element requirements, including online courses designed for wholesalers.

Plus, take advantage of AI Insight’s Training Plan functionality to efficiently customize, facilitate and document Needs Analysis SurveysFirm Element Training and more.