Financial Firms and Advisors

Make smarter decisions when it comes to Alternative Investments

There are thousands of alternative investments — and they’re not all created equal. How do you choose and manage ongoing client expectations? Let AI Insight help.

We are exclusively focused on alternative investments, including alternative mutual funds, and we offer you the tools to analyze, compare and stay up-to-date on hundreds of programs.

Whether you are a wealth management firm, private bank or broker dealer, you can leverage the AI Insight network as an outsourced alternative investment research, training and documentation platform.

Our research and technology can provide value throughout the investment process — from sourcing, due diligence, education and reporting — and we will tailor a solution that leverages our capabilities to meet the unique needs of your firm.

Financial Firms

Learn more about AI Insight’s features & benefits.


Learn more about AI Insight’s features & benefits.

Let AI Insight help you expand your business in today's regulatory-centric environment

AI Insight created a fast-growing network of independent registered investment advisors, broker dealers and family offices that are expressly interested in alternative investments. View AI Insight’s primary objectives, key benefits and research capabilities.