Skip to content
Selected role is Asset Manager

Asset Manager

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 to more than 8,300 unique independent advisor teams.

  • Independent RIAs

  • RIA Aggregators

  • Independent Broker-Dealers

  • Bank and Trusts

Hypothetical image of a product on the CAIS Platform.

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.

CAIS is an important bridge between leading alternative asset managers and the wealth management community while also being a valuable source of investor education.1

Eric Epstein, Managing Member and President, Davidson Kempner Capital Management

Featured insights

Follow trends that may impact your investment offerings through articles, videos, and other educational resources from the CAIS team.

See All Insights