ArticleOur Technology
How We Partner
Powering You To Expand Your Reach Among Financial Advisors
Our end-to-end alternative investing operating system has been built to seamlessly integrate with the rest of the wealth management tech stack, giving advisors one unified experience across the full alts lifecycle, while giving you tools to maximize your reach and impact.
Finding a Better Way
Read our latest tech release notes to learn how we’re constantly evolving our technology to meet the changing needs of independent financial advisors.
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ArticleHow Our Technology Empowers You
Our platform enables you to better engage with the independent advisor community, manage pipeline, and track activity across the fund life cycle.
Engage With Insights
Measure the impact of your fund materials and product content to forge relationships with independent financial advisors on the CAIS platform. Use these insights to inform your outreach efforts.
Track Your Pipeline
Monitor subscription progress from indications to accepted documents. Compare pipeline activity across your products to help your team with existing goals and set new ones.
Measure Your Efforts
Track capital raised across your funds over time with data customizable to your firm. View which funds, advisor firms, and regions are driving assets into your strategies.
How Our Platform Enables Advisors
From discovering new strategies to keeping track of activity over time, our technology can support advisors across the entire alternative investment journey.
Insights to empower advisors – Our homepage lets advisors explore research and analysis from the CAIS ecosystem, including asset managers, to help them navigate the alternative investment landscape.
Focused alts education – Interactive CAIS IQ alternative investing courses can help advisors learn about specific products or asset classes at their own pace.
Faster product discovery – Our menus show available products. Filters—based on objectives, minimums, accreditation levels, and more—let advisors find what they’re looking for quickly.
Relevant product resources – Product pages show advisors key details, along with more in-depth learning materials like your firm videos, fact sheets, important disclosure materials, or presentations, to help them when conducting due diligence and considering potential opportunities.