AI Insight by iCapital 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 professionals.
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 financial professionals in your selling group which can be conveniently uploaded your firm’s CRM system.
