A MATCH MADE INCOMPLIANCE HEAVEN

AIX & AI Insight Logos

AIX is proud to partner with AI Insight to offer an unprecedented edge to advisors and firms looking to seize the opportunity of alternative investments.

CHANGING THE GAME
FOR THE GOOD OF EVERYONE

For as long as any wealth manager can remember, the road to alternative investing has been paved with paperwork, training requirements, NIGOs and the risk of any number of compliance-related issues.

It’s enough to deter even the boldest from pursuing alternatives at all — until now.

We started AIX to eliminate the many hurdles and streamline the process, which is why we have partnered with AI Insight, the industry leader in alternative investment research, training and compliance support.

By integrating the training and investing experience, we've created a seamless workflow that maximizes compliance control and efficiency.

HOW IT WORKS:
ONE SEAMLESS WORKFLOW

Step 1: Sign-On Trade Initiated
Step 2: Certification Lookup, Training as Needed
Step 3: Data transmission to wealth managers custodians & agents
Step 4: Post-Trade monitoring & analytics
  • When advisors log into the AIX platform to initiate a purchase, there is a real-time lookup to check if they have completed the required training module.
  • If training is necessary, one click takes them to the AI Insight platform where they can complete the training instantaneously.
  • With training requirements met, the purchase continues with data being sent digitally to all necessary parties.
  • And when the purchase is completed, simply sign-on to access post-trade analytics and monitor performance. It's that simple.
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