How we partner
Independent Financial Advisor
Walking by your side
CAIS seeks to ensure your alternative investing experience is second to none. We strive to complement your existing service deliverables as you weave alternatives into the fiber of your practice.
Lead with learning
Learn about risk and return profiles of alternative asset classes and structured notes—along with specific products in our marketplace—through our online learning experience, CAIS IQ. Each course was designed to help you build confidence and lead more valuable client conversations.
Trusted due diligence
Gain access to third-party reviews by Mercer1—a global leader in institutional investment and operational due diligence—for most products available on our platform.
Leverage our innovative trade infrastructure and digital workflows to help facilitate your transactions. Convenient features like digitized forms, e-signatures, and centralized document libraries are designed to save time for you and your clients.
Quickly log in to access and monitor real-time portfolio data wherever you are in your client service workflows—thanks to seamless integrations with our leading investment industry and technology partners, including all major custodians and top reporting providers.
Whether you want to learn more about a specific fund or need assistance with a transaction, CAIS has a dedicated team of product specialists to support you. Every member of the CAIS Platform has access to regional product specialists who will meet with you in person or virtually to discuss your clients’ needs. Our on-call client support team stands ready to answer your questions about our platform features, guide you through the life cycle of an investment, or assist with distributions or capital calls.
Gain timely market insights and improve your alternative investing knowledge through articles, videos, and other educational resources from the CAIS team.