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CAIS Platform

Home Office

Your platform, your way

The CAIS Platform is designed in a modular way, allowing you to use the features and capabilities you need. Let our team help you define the alternative investing experience you want for your network—one that complements your business strategy, investment philosophy, risk controls, technology, and operations.

A breadth of alternatives for your network

Asset managers

Connect your advisors to a growing selection of globally recognized alternative asset managers.

Bank issuers

Provide access to structured notes issued by a diversified selection of top-tier investment banks around the world.

Asset classes

Build a platform that offers a suite of alternative strategies across hedge funds, private equity, private credit, and real estate.

Fund structures

Deliver alternative strategies in a variety of structures such as interval funds, '40 Act funds, non-traded REITs, BDCs, and limited partnerships.

Client types

Provide access to alternatives to more of your clients across the spectrum of accreditation levels.

Gain clarity and control across the alternative investment life cycle

CAIS helps large independent broker-dealers, RIA aggregators, and bank and trust companies scale their business with streamlined access to a wide variety of alternative investments and structured notes.

Give advisors access to, and education about, an evolving menu of alternative investment strategies, which are rated and monitored by our independent research partner, Mercer.  

Home offices can permission products based on strategy, accreditation level, fund structure, and specific user attributes—such as FINRA licenses and mandatory education—to create a custom menu of CAIS’ existing offerings, a firm’s unique fund ideas, or a combination of both.    

  • Establish single sign-on (SSO) connectivity with your firm’s intranet​  

  • Onboard direct or custom fund ideas sourced by your investment research team for the exclusive use of your network​

  • Customize user roles and permissions

  • Leverage educational support for your advisors from our regional product specialists

  • Customize our industry-leading learning system, CAIS IQ, to elevate and monitor advisors’ knowledge

Asset Managers
Funds Since Inception
Structured Products Introduced

Featured insights

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

See All Insights