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May 12 2015

AI Insight Offers a Financial Performance Reporting Feature

AI Insight will host a webinar Tuesday, May 19, 2015 at 4:00pm EST regarding a performance reporting feature specific to public non-traded real estate investment trusts (REITs) and business development companies (BDCs).

Financial Performance Reporting is a premium feature offered by AI Insight to its subscribers. Attendees of the webinar should expect to learn how this feature will assist with the following:

  • Tracking the financial performance of public non-traded REITs and BDCs sold by your firm.
  • Staying informed with ongoing, unbiased reporting of key financial data for complex products.
  • Providing access to single, easy-to-read reports featuring snapshots of financial performance, asset summaries, strategy details, organizational details, key metrics and more.
  • Comparing the financial performance metrics for complex products sold by your firm.

Broker-dealers (BDs) not yet working with AI Insight are encouraged to attend.



Those BDs that already are subscribers to AI Insight’s platform will learn the benefits of offering the Financial Performance Reporting feature to their advisors. Lastly, current subscribers should attend to gain a deeper understanding of the reporting tool.

Interested? Register here!

Article by: The DI Wire


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