The Financial Product Platform for the Independent Wealth Manager
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.
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.
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.
- 01 Browse Products
- 02 Learn More
- 03 Transact
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.