Advisors

Information, tools and alerts on Alternative Investments at your fingertips

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

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1-Year Subscription for $500.00

Alternative investment training and research is automatically documented compliance purposes

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

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

Simplify your alternative investment education and due diligence processes

  • 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.