Expand your reach within independent wealth
Increase your awareness through streamlined access to the highly fragmented independent wealth management community.
Seek to diversify your client base
Complement your internal marketing and distribution resources to grow and diversify your client base more cost effectively. With the CAIS Platform, you gain access more than 8,300 unique independent advisor teams.
Bank and Trusts
The CAIS Platform
Asset managers can use our platform as a turnkey solution to better engage with the independent advisor community, manage pipeline, and track activity across the fund life cycle by using our marketplace.
How we partner
From independent due diligence and fund education to ongoing sales and marketing support, the CAIS team enhances your firm’s ability to engage the independent wealth market.
Own your client experience
Connect with independent financial advisors on our digital platform, allowing your business development team to create, facilitate, and maintain direct relationships with prospects and clients.
Empower your sales team
Help your sales team have more productive conversations with financial advisors by equipping them with co-branded webinars, videos, due diligence reports, and other materials on your investment strategies. Act quickly based on real-time insights across each fund’s full sales cycle: pre-trade, trade, and post-trade.
Identify qualified leads
Achieve scale in the independent wealth channel by relying on the CAIS Platform and our product specialists to connect you with interested advisors. See, in real time, how prospects engage with your fund materials to help you channel your own marketing efforts and better qualify leads.
Streamline fund onboarding
Seamlessly keep track of your funds’ subscriptions. Time-saving features on the CAIS Platform, such as digital subscription documents, e-signatures, and AML/KYC smart logic are designed to facilitate an efficient transaction process.