How We Partner
CAIS sits at the center of the ecosystem among financial advisors, asset managers, fund administrators, custodians, and reporting providers, aggregating data for industry players in one place. Contact us to learn more about how CAIS works with our ecosystem partners.
CAIS is integrated across custodian platforms, ensuring funds are recognized on statements and streamlining the advisor experience. Through these integrations with your firm and products, advisors can enjoy a smoother transaction experience, with secure DocuSign eSignature technology, easier order entry and document upload, and streamlined capital calls.
CAIS makes it faster and easier for independent financial advisors to report on alternative investments in your funds through direct integrations with all major reporting providers.
CAIS works with 30+ fund administrators that provide automated data feeds on the CAIS platform and leverage CAIS for a streamlined onboarding process. Through CAIS' relationships with fund administrators, CAIS receives timely data, providing a more seamless advisor experience across the trade and post-trade process.