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What We Offer
- CAIS
  - CAIS MarketplaceGain direct access to our turnkey alternatives menu that includes a broad selection of alternative investments.
  - CAIS Capital MarketsGain access to a team and platform that provides access to market-linked investment solutions and technology support throughout the entire lifecycle of a structured investment.
  - CAIS SolutionsUse our industry-leading trade and post-trade SaaS technology—across all your alternative investments.
  - CAIS Custom FundsTake advantage of our technology and operational experience to launch your exclusive single-manager or multi-manager funds.
- CAIS Tools
  - CAIS CompassOur portfolio construction tool can help you analyze the potential impact of alternative asset classes on portfolios.
  - Models MarketplaceModel portfolios are designed to help financial advisors address the complexities of alternatives in portfolios.
How We Partner
- How We Partner Home
- EducationBuild your confidence and alternative investing knowledge through CAIS IQ, our interactive learning experience built for financial advisors.
- IntegrationsEnsure you have, up-to-date data where you need it, thanks to direct connectivity with major custodians and reporting providers.
- TechnologyDiscover more about the technology that powers the CAIS platform and how it may help you transform your alternative investing experience.
Available on CAIS
- Solutions Providers
  - Asset ManagersLearn about the broad selection of alternative asset managers available on the CAIS platform.
  - Bank IssuersView our network of major bank issuers that provide access to structured notes.
- Investment Solutions
  - Alternative InvestmentsConnecting advisors with a broad menu of private market strategies offered by leading third-party asset managers.
  - Structured InvestmentsOffering structured investments designed around defined objectives.
  - ETFsProviding advisors with access to ETF product information and introductions to ETF managers.
Case Studies
Our Company
- Our Company Home
- EventsConnect with peers and learn about alternative investing at one of our exclusive events across the country.
- PressRead the latest press releases, see the awards CAIS has earned, and download our media kit.
- LeadershipGet to know the leaders shaping the growth of CAIS and the broader alternative investment industry.
- CareersLooking to join CAIS? View the latest job opportunities, learn about our work culture, and see the amazing perks we offer.
- Contact UsNot sure what you’re looking for? Reach out and we’ll connect you with someone on the CAIS team.
Insights
- Insights Home
- PodcastListen in as we dive into alternative investments from the perspective of industry experts, RIA executives, IBD executives, and alts asset managers.
- The State of Alternative Investments in Wealth ManagementOur annual survey investigates how financial advisors approach alternative investments in their portfolios.
- Thought LeadershipRead industry and market insights articles from CAIS.
- Intro to AltsLearn more about the basics of alternative investments and structured notes.

Artificial Intelligence for Financial Advisors

Meet CAISey

Accelerate discovery, analysis, and comparison of alternative funds

Embedded directly into the CAIS platform, CAISey helps advisors surface, evaluate, and compare alternative funds, aiming to streamline hours of research into minutes of insight.

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Key Features of CAISey

CAISey builds on CAIS’ leading role in digitizing due diligence and education around alternative investing.

Instant, Conversational Discovery

Advisors can ask CAISey questions about products on the CAIS platform and receive clear responses[AD1] [MA2] in seconds.

Comprehensive Fund Intelligence

CAISey centralizes information from hundreds of thousands of fund documents, providing advisors with a point of access for information.

Integrated Learning and Insights

Supported by CAIS IQ, CAISey connects fund data with educational resources, enabling advisors to learn within one streamlined ecosystem.

CAISey is not just a tool—it’s a new interface for intelligence across the alternative investment ecosystem. We’re empowering advisors and managers to work at the speed of thought, while keeping the human touch where it matters most.

Brad Walker, Partner, Co-President, CAIS

Complexity Into Clarity

All It Takes Is a Question

CAISey provides platform users with a new way to engage with information about alternative investments. Built with natural language processing, CAISey enables advisors to move away from the rigidity of the search filter to a more interactive and contextual experience for surfacing desired information.