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The Financial Product Platform for the Independent Wealth Manager

Hedge Funds | Private Market Funds | Real Estate Funds | Structured Notes | Insurance Solutions |
Private Shares / Syndicate | Private Placement / Co-Investment

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CAIS in the Press: "CAIS Continues to Enhance Platform Experience with Integration Partner PCR" - CAIS in the Press: "CAIS Strengthens Senior Leadership Team with Four Key Additions" - CAIS in the Press: "CAIS Achieves Record YTD Growth as Advisor Adoption and Usage Surge" - CAIS in the Press: "CAIS Adds Two Industry Influencers to Advisory Council" - CAIS CAIS in the Press: "Rockefeller Capital Management Selects CAIS to Expand Advisor Access to Alternative Investment Funds" - CAIS CAIS in the Press: "CAIS Teams with Mercer to Offer Independent Advisors Mercer Investment Services" - CAIS CAIS in the Press: "CAIS and Bluerock Form Partnership to Bring Interval Fund Access to Independent Wealth Channel" - CAIS CAIS in the Press: "CAIS Selects SEI to Provide An Innovative Front-Office Technology Solution for Alternative Investment Platform" - SEI CAIS in the Press: "Industry Leaders Join CAIS Advisory Council to Advance Platform" - CAIS CAIS in the Press: "CAIS Wins 2017 Wealth Management Industry Award for Second Consecutive Year As Platform Surpasses $5 Billion Milestone" -
- "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
- "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.
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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.

Join CAIS

The Financial Product Platform for the Independent Wealth Manager

Grow Your Business

Experience Flexibility

Simpler is Better

Take a Step into the Future of Wealth Management