Financial Performance Reporting

Recent regulatory directives from FINRA, the SEC and DOL require the ongoing monitoring of complex products1.

To achieve this, advisors need a mechanism in place to allow them to monitor performance and product updates for the investments they offer–both before and after the sale. AI Insight’s Financial Performance Reporting provides easy access to performance updates, offering documents, SEC filings and more.

AI Insight’s Financial Performance Reporting is a powerful tool that provides unbiased monitoring of key performance indicators for non-traded REITs, BDCs and closed-end funds, including interval funds.

  • Review summarized performance information from 10Q and 10K filings—both during and after the offering period.
  • Set custom email alerts delivered straight to your inbox, based performance indicators most important to you.
  • Compare performance metrics using customizable charts and spreadsheets—or default charts.
  • Export information directly to spreadsheets to add your own data or commentary.

Financial Performance Reporting is free to AI Insight’s individual advisor subscribers and a premium, paid feature for firm subscribers.

Contact us today for additional details.

1 Department of Labor Conflict of Interest Final Rule (April 2016).