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The alternative investing solution for your network
Define your advisors’ custom alternative investing experience with the CAIS Platform and the support of our dedicated team.
Help your advisors grow
Overcome barriers to entry in alternative investing by offering your advisors access to the CAIS Platform—customized exclusively for them. With our industry-leading technology and our relentless, personalized support, advisors in your network can start scaling their alternative investment allocations, if appropriate for their respective clients, and potentially attract more client assets.
Dedicated advisor support
Independent third-party due diligence
Customized experiences
Integrated ecosystem
The CAIS Platform
Our modular technology platform can be customized exclusively for your firm by leveraging either our turnkey marketplace or by using only the components your firm needs. Through our award-winning platform, advisors in your network can learn about alternative investments and enjoy convenient access to an evolving marketplace of products, such as hedge funds, private equity, private credit, real estate, and structured notes.
How we partner
If you work in the home office of a broker-dealer, a large RIA aggregator, or a bank and trust company with multiple advisor teams, branches, and offices, you may recognize the complexity of scaling alternative investing. CAIS partners with you to make it easier for your advisors to access alternatives and for you to monitor their investments. Collaborate with our team to define the alternative investing experience you desire for your network—one that complements your business strategy, investment philosophy, risk controls, technology, and operations.
Are you ready for more alternatives?
Expand your advisors’ investment options with products from globally recognized asset managers and bank issuers. Your advisors can select from products already offered on our turnkey marketplace or leverage the CAIS Platform to host your own fund ideas or create custom feeder funds.
Alternative Investments
Advisors in your network are provided with access to an evolving menu of alternative investment strategies that may help their clients seek to capitalize on potential opportunities or withstand ever-changing markets. All strategies in our marketplace have undergone Mercer’s operational and investment due diligence reviews and are recognized at major custodians.1
Advisor Solutions
Take advantage of the efficiency and centralization of the CAIS Platform, while showcasing your team’s own investment capabilities and asset manager relationships. By hosting a fund directly with CAIS, you can provide your advisors with exclusive access to strategies sourced directly by your investment research team while leveraging the pre-trade, trade, and post-trade capabilities of the CAIS technology.
Custom Funds
Source and research your own investments ideas and our Custom Funds team can help you build, launch, and operate customized alternative investment vehicles—including single-manager feeder funds, multi-manager fund of funds, or ongoing vintage programs—exclusively for the advisors in your network.
Structured Notes
Allow your team to use our configurable, open-architecture Structured Products Platform to stay informed on available structured products and monitor issuer credit risks. You can also work with CAIS product specialists to be introduced to issuers who may be able to help you tailor structured notes to advisors’ portfolio desires and collect competitive, timely auction results from top-tier bank issuers.
Featured insights
Gain timely market insights and improve your alternative investing knowledge through articles, videos, and other educational resources from the CAIS team.
“We were looking for a trusted long-term partner and what attracted us to CAIS was their flexibility to customize the platform’s product menu, simplify the transaction process, and integrate our wealth management ecosystem to help solve the needs of all types of clients, from high-net-worth to mass-affluent.”2
Shannon Larson, Senior Vice President, Platform Management & Product Development, Osaic