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Selected role is Financial Advisor

CAIS Platform

Independent Financial Advisor

Welcome to a new era of access

CAIS strives to level the playing field by connecting independent financial advisors with a curated selection of alternative investments and structured notes. Our platform makes available many products with lower investment minimums that may allow you to diversify your clients' portfolios and strengthen your client relationships. 

A platform built for independent advisors

Grow and compete

Scale and differentiate your practice while attracting new client assets in an increasingly competitive wealth management market.

Identify opportunity

Learn about alternative asset classes through CAIS IQ and discover our curated selection of funds and structured notes through our expanding marketplace menu.

Commit to quality

Align your practice with institutional asset managers whose strategies undergo due diligence by our independent research partner, Mercer.1

Facilitate trades seamlessly

Experience a streamlined digital transaction process—designed to free up valuable time for you, your staff, and your clients.

Streamline workflows

Enjoy technology integrations that make your trading and reporting workflows more seamless and more transparent.

Your marketplace for alternative investments and structured notes

The CAIS Platform puts alternatives at your fingertips. Gain access to a robust marketplace of alternative investment funds and structured notes—or host your own investment ideas for your clients.

Diversify with alternatives Access the CAIS Platform to source, diligence, learn about, and access investment options for your clients. Connect directly with CAIS product specialists to learn more about alternative asset classes or explore the investment philosophies and track records of the products in our marketplace. Asset classes available on the CAIS Platform include:

  • Private equity

  • Private debt

  • Real estate

  • Hedge funds

Trade more easily with our technology Streamline your technology ecosystem and save time with digitized subscription documents, AML/KYC smart logic, and e-signature capabilities that reduce administrative delays. All investments facilitated through our platform may appear on clients’ dashboards and statements alongside traditional investments—helping you to monitor your client portfolios more efficiently.  

Enjoy greater transparency & convenience Your industry partners—such as custodians and third-party reporting providers—are likely our partners too, and we’ve joined our technology to make managing portfolios and facilitating ongoing transfers, like capital calls and distributions, more convenient.  

Contact Our Alternative Investments Team
Asset Managers
Funds Since Inception
Structured Products Introduced

Featured insights

Gain timely market insights and improve your alternative investing knowledge through articles, videos, and other educational resources from the CAIS team.

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