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Selected role is Financial Advisor

CAIS Solutions

Independent Financial Advisor

All your alts funds in one place

Are you ready for an easier and more efficient alternative investment experience? With CAIS Solutions, our software-as-a-service (SaaS) platform designed to fit the complex operational needs of the independent financial advisor, you can centralize and scale all your alternative investment strategies in one place—no matter where you find them.

Aim to lessen your operational burdens

All your alts funds

It doesn’t matter if you found them off the CAIS Marketplace. You can now bring all your alternative investment products together on one, centralized platform.

Save time on each trade

Features like digital sub docs, smart AML/KYC, and CAIS DocuSign can help you transact more easily for each fund you bring on our platform.

Quick access to data and docs

Consolidate your firm’s alternative investment data and documents for clearer visibility across your portfolios.​

Enhance your day-to-day workflows

Take advantage of our technology integrations with all major custodians and reporting providers that help you speed up and simplify your trading and reporting processes.

Industry-leading technology across the alternative investment life cycle

CAIS Solutions offers two configurable products, CAIS Trade and CAIS Post-Trade, which can help you fine-tune your own investing experience—one that aligns with your business goals, investment philosophy, and workflows.

User-friendly features automate and streamline the alternative investment subscription process to save you time and reduce your costs.   

  • Integrate your firm’s CRM to fill out client information more easily

  • Limit unnecessary back-and-forth with digital subscription documents​ 

  • Use our smart logic for every AML/KYC​ check 

  • Customize and digitize your own client disclosures and attestations 

  • Do away with shipping costs and execute documents faster with CAIS DocuSign​

Featured insights

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

See All Insights