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Company: Wealth Enhancement
How Wealth Enhancement Integrates Alts Into Model Portfolios With CAIS
Learn how CAIS helps Wealth Enhancement advisors connect education, due diligence, and model portfolios in a single platform to align alternative investments with client objectives.
The Challenge
Unifying Education, Access, and Execution Across Alternatives
As advisors at Wealth Enhancement deepened their use of alternative investments, their portfolio consulting needed a more connected approach to education, due diligence, and execution.
Aya Yoshioka, Portfolio Consulting Director and Senior Investment Strategist, notes that her team often fielded questions from advisors about the range of alternatives available and how each fit within their practices: “Over the years, we’ve had several conversations with both advisors and clients regarding the sort of alternatives that are on our platform, whether or not it makes sense for the client, whether or not it makes sense for their practice.” Those conversations highlighted the need for a single, integrated platform that could connect research, education, and product access.
The Solution
Leveraging CAIS Technology for Model Portfolio Integration
Wealth Enhancement turned to CAIS to help unify these functions within a single platform. “Having CAIS is just really instrumental because everything is all in one spot. It really is a one stop shop,” shares Yoshioka.
Through CAIS, advisors can access education videos, marketing materials, asset manager information, and third-party due diligence reports, alongside order management tools and platform technology, all in one digital environment.
This streamlined experience allows advisors to select and implement model portfolios built around specific objectives and supported by research and education. “Now you can create model portfolios that are tied specifically to those client objectives,” she explains.
What’s Next
Scaling Advisor Efficiency and Alignment
Yoshioka’s team plans to continue expanding model-driven workflows across Wealth Enhancement’s advisor network.
“We’re really excited that that’s going to be an offering for advisors going forward,” she says. By integrating models with CAIS’ platform, the firm aims to make it even easier for advisors to match portfolios with investment objectives.
Goals
Build model portfolios aligned to client objectives
Centralize access to alternative investments through one digital platform
Streamline advisor workflows from education and due diligence to model portfolios
You can create model portfolios that are tied specifically to those client objectives. And that's really what we're here for is to make sure that the offering that we have, that we propose to the client really meets the objective within their portfolio.
Aya Yoshioka, Director, Senior Investment Strategist, Wealth Enhancement
How They Work with CAIS
See how CAIS empowers Wealth Enhacement through access, education, and industry-leading technology.
CAIS Capital Markets
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CAIS IQ
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CAIS Model Portfolios
Model portfolios are a tool designed to help financial advisors address the complexities of alternatives in portfolios.
