• 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
  • 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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