Open the door to new business opportunities with AI Insight’s fast growing network of financial firms and comprehensive regulatory-compliant product training.

Alternative Investment Insight Through Research, Training and Increased Efficiency

Our contacts become your contacts •

Leverage our extensive database for direct access to due diligence officers and advisors in your selling group.

•

Receive real-time leads as advisors access your programs and target prospects with simple “click to email” capabilities from our lead management screen.

•

Get the word out on new offerings through platform “news and alerts,” our monthly newsletter and listing in The DI Wire.

Our database features 120 financial firms of varying sizes from 10 to 10,000+ advisors. Compare your programs to others in the industry •

Premium reports and email alerts help you compare public and private programs*, including non-traded REITs, BDCs, closed-end funds, hedge funds, managed futures and 1031s. –

Program Compensation Report provides information for up to 16 fee categories, including share class differentiations.

–

Comparative Reports help you create custom reports to compare programs based on 90+ product features.

–

Financial Performance Reporting helps you monitor performance data for non-traded REITs, BDCs and closed-end funds, including interval funds.

*Public program information is available to all Sponsors. No private program information will be available to others unless we have your permission. If you choose to share private information, you will be able to view programs of other private sponsors that choose to share.

Providing advisor education is easy

Contact AI Insight Today!

•

Deliver quality, regulatory-compliant training developed by AI Insight and backed by detailed online compliance documentation.

•

Present the features of your offerings in a consistent and transparent manner using AI Insight’s fair and balanced best practices training approach.

•

Customize product training based on the actual financial firms and advisors who sell your offerings.

www.aiinsight.com 877•794•9448 [email protected]

©2017 AI Insight Inc. All rights reserved. On a subscription basis, AI Insight provides information, resources and training to investment professionals regarding alternative investment products and offerings.