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Ultimate Access

The Financial Product Platform for the Independent Wealth Manager

Join CAIS

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.

• Hedge Funds
• Private Equity Funds
• ’40 Act Funds
• Equity & Debt Syndicate
• Structured Solutions
• Precious Metals

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.

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

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