Independent Financial Advisor
Transform how you invest with alternatives
Look beyond the traditional 60/40 portfolio for your clients with the CAIS Platform and our team of product specialists.
Prioritize client goals
As many advisors are shifting to a three-dimensional portfolio across stocks, bonds, and alternatives, we help you transact at scale and deliver a more seamless investing experience with the CAIS Platform. Access our curated, evolving menu of alternative investment strategies, such as hedge funds, private equity, private debt, real estate, and structured notes.
Strategies that seek to:
Managers on the CAIS Platform
Seek access to more than 120 alternative asset managers currently on our platform.
The CAIS Platform
The CAIS Platform is your turnkey solution for improving your knowledge about, and access to, the alternative investment landscape across private markets funds, hedge funds, and structured notes. Our first-of-its-kind platform was designed to serve your unique needs, streamline your processes, and save you valuable time, so you can focus on strengthening your client relationships and growing your business.
Working with CAIS
Along with our award-winning technology, through our dedicated team, we can help you diversify your clients’ portfolios and help you transact more efficiently—so you can focus on what matters most to you and your clients.
Your solution across the alternative investment life cycle
As an independent financial advisor, you can use the CAIS Platform as your end-to-end solution for helping clients access alternative investments traditionally available only to large institutions.
CAIS provides financial advisors with access to a variety of products available to a spectrum of eligible investors—all on a massive scale. You can browse our private markets and hedge fund product menus, structured note offerings, educational materials, and Mercer due diligence reports, while learning about strategies and structures through our on-demand learning experience, CAIS IQ.
When ready to invest, you can facilitate subscriptions to funds directly through the CAIS Platform. In most cases, you may take advantage of time-saving features, such as automated customer profiles, digitized documentation, AML/KYC smart logic, and e-signatures. You can also follow real-time progress for each fund trade and be notified when a client might need guidance.
Seamless third-party integrations with leading custodians and reporting partners allow you to quickly view client transactions and positions. You can also use the CAIS Platform to easily manage distributions or capital calls, while staying up to date on specific products through our timely updates. Consolidate off-CAIS Platform products, documents, and data on our platform for a single destination to manage your alternative investments.
Gain timely market insights and improve your alternative investing knowledge through articles, videos, and other educational resources from the CAIS team.