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  • The Financial Product Platform for the Independent Wealth Manager

    Hedge Funds | Private Equity & Credit | Real Estate | Structured Solutions | Syndicate
    Be the expert guide for your clients
    • "Gaining seamless access to top-tier alternatives really levels the playing field for us. We can now compete with the most resource-rich wealth management firms to win new clients and build our AUM."
      - David Copeland, Principal at Strategic Wealth Partners, a Focus Financial partner firm
    • "CAIS has been awarded the 2016 WealthManagement.com Industry Award for Hedge Funds/Private Equity, in recognition of pioneering access to alternative investment funds."
      - WealthManagement.com
    • "Most independent wealth managers simply can’t afford to build alternative [investment] platforms that are sufficiently robust. And that’s where CAIS comes in."
      - Cara Williams, Global Head of Wealth Manager Solutions at Mercer
    Strategic Relationships learn more
    • Users of the Envestnet | PMC advisor platform enjoy seamless single sign-on with the CAIS platform.
    • Users of the Envestnet | Tamarac Advisor Xi portfolio and client management platform enjoy seamless single sign-on and investment data exchange with the CAIS platform.
    • Users of Orion’s portfolio accounting platform enjoy seamless single sign-on and investment data exchange with the CAIS platform.
    • Mercer provides independent due diligence for the CAIS menu of alternative investment funds as well as ongoing manager research to benefit CAIS members.
    • CAIS offers seamless single sign-on integration with the Fidelity platform. Click the logo to learn more.
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  • Grow Your Business

    We streamline access to a wide range of financial products to give you a competitive advantage. With more options to choose from, you can offer greater diversification to existing clients — and attract new ones.

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  • Experience Flexibility

    We allow you to customize how you use our platform: off the shelf or fully tailored. Whether you need modified product views, controlled access, white labeling or more — our solution is fully adaptable.

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  • Simpler is Better

    Enjoy ease of use with a one-stop shop. Our centralized product platform features performance analysis, trade execution, reporting, custodial integration, portfolio tracking and more.

    1. 01 Browse Products
    2. 02 Learn More
    3. 03 Transact
    4. 04Monitor

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  • Take a Step into the Future of Wealth Management

    Join CAIS and get a broad menu of products at your fingertips. Enjoy personal service such as invitations and logistics to attend fund manager meetings, investment forums and exclusive events, receive product support and education.

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