• Ultimate Access

    The Financial Product Platform for the Modern Wealth Manager

    Join CAIS

    scroll to learn more

  • 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.

    scroll to learn more

  • 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.

    scroll to learn more

  • 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

    scroll to learn more

  • 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