Asset managers
Connect your advisors to a growing selection of globally recognized alternative asset managers.
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
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
- 120+
- Funds Since Inception
- 150+
- Structured Products Introduced
- 6,500+
Featured insights
Gain timely market insights and improve your alternative investment knowledge through articles, videos, and other educational resources from the CAIS team.
