ArticleCAIS 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.
