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Other - MARCH 9, 2020

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AIX and AI Insight create partnership

by Released

Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the process of transacting in nontraded alternatives, has partnered with AI Insight, an alternative investment research, training and compliance support. This collaboration between two industry leaders will help financial advisers, broker-dealers and fund sponsors by creating a more seamless and efficient interface experience and by linking advisers training with the authorization to purchase alternative investments.

“AIX’s partnership with AI Insight is a natural extension of our mission to seamlessly connect previously unconnected data in the alternative investment industry to enable efficient, straight-through processing,” said Joseph P. Ujobai, CEO of AIX. “Together, we will eliminate the ambiguity and risk for advisers and broker-dealers by combining training requirements, data and transaction authority in a user-friendly environment.”

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