Advisors

Information, tools and alerts on Alternative Investments at your fingertips

A subscription to AI Insight unlocks the door to in-depth information on hundreds of alternative investments, including real estate, private equity, hedge funds, business development corporations, alternative mutual funds and more.

Simplify your training and alternative investment due diligence

  • Conduct independent, thorough reviews for the Alternative Investments you wish to present.
  • Navigate quickly and easily to information on program objectives, risks, compensation, fees, distributions and other key features.
  • Access PPM- and prospectus-based training for hundreds of alternative investments.
  • Monitor and conduct ongoing due diligence for the products you recommend–both before and after the sale.

Access sophisticated alternative investment reports and tools

  • Access a detailed overview of up to 16 fee categories for each program with the Program Fee & Expense Report.
  • Financial Performance Reporting helps you stay up-to-date on performance throughout the product lifecycle of an investment.
  • Create side-by-side performance comparisons with the Comparative Reports feature.
  • Use our Alternative Mutual Fund Research functionality to access independent, unbiased reports addressing the breadth and diversity of alternative mutual funds. Perform detailed fee analysis, run side-by-side fund comparisons and receive ongoing fund updates. Watch a tour

Automatically document training and research for compliance purposes

  • Access tools and resources designed to help you stay compliant when it comes to FINRA and SEC alternative investment requirements.
  • Document your due diligence efforts with AI Insight’s automatic training, education and research compliance log.
  • Send requests to alternative investment managers for program information, saving you time and effort in the investment process.