AI Insight

AI Insight (www.aiinsight.com) is the industry’s premier resource for Alternative Investment research, education and training. AI Insight offers a wide range of tools and features to help Financial Advisors research and train on Alternative Investments. With your AI Insight account, you are able to:

• Access an information database for Alternative Investment programs

‒        View Spire Investment Partners, LLC approved Alternative Investment programs.

‒        Access up-to-date program information, including the prospectus or PPM*, supplements, updates and SEC filings, plus other offering materials.

‒        Search and compare programs that meet your clients’ specific suitability and investment criteria.

‒        Quickly and efficiently gather the facts on offerings using the Program Summary (a simplified key facts version of the offering documents).

‒        Review and compare fees and expenses quickly using the Program Compensation Report.

Receive prospectus and PPM-based program-level training on Alternative Investment products.

‒        Expand your understanding of programs via Education Modules (developed based on the Program Summaries).

‒        This training is automatically documented in your AI Insight account to help mitigate potential future liabilities regarding the sale and understanding of complex products.

• Create efficiencies in communicating with Program Sponsors

‒        Easily request offering documents from Sponsors.

‒        Search and review Sponsor sales associate profiles.

‒        Share your profile with Sponsors to promote more efficient and customized sales support.

*Private Placement Memorandums (PPMs) are restricted to viewing for training purposes only. You may not print or save any private placement offering documents or marketing materials from the AI Insight platform.