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Selected role is Asset Manager

How we partner

Asset Managers

An extension of your team

When you leverage the CAIS platform for your funds, we become an important resource for your team. We are a partner for the life of each fund and complement your distribution efforts.

Independent due diligence

As an alternative asset manager on our CAIS Marketplace, you will receive a rating from Mercer1, a global leader in investment and operational due diligence.

Fund launch support

Our personal outreach effort is combined with more traditional marketing approaches like webinars, CAIS IQ courses, videos, white papers, and fund fact sheets. This combination can create awareness, nurture prospects, and drive asset flow.

Advisor intelligence

Discover and interact directly with interested advisors using our real-time asset manager dashboard for alternative asset managers. Our dynamic Asset Manager dashboard can help you monitor pipeline for your strategies and determine the best path forward.

Integrated ecosystem

Enjoy streamlined connection to the independent wealth ecosystem, including financial advisors, custodians, and performance reporters. With our technology, your strategies may become more accessible to financial advisors, with fewer operational barriers.

Support across every trade

We help reduce your firm’s burdens across the entire trade process: pre-trade, trade, and post-trade. We start by helping you to educate financial advisors about your strategies. Our experienced operations team helps you operate and maintain your fund vehicles. Our product specialists and on-call client support team are available to answer questions about our platform features, guide advisors through the life cycle of an investment, and provide information on distributions and capital calls.

Featured insights

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

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