Your funds. Your platform. Your way.
Create an easier alternative investing experience for your financial advisors that sets your firm apart. With CAIS Solutions, our SaaS platform purpose-built to fit the distinct operational needs of larger RIAs, RIA aggregators, and independent broker-dealers, your home office can leverage our industry-leading technology and world-class client service across your entire alternatives portfolio.
Gain clarity and control across the alternative investment life cycle
CAIS Solutions offers two configurable products, CAIS Trade and CAIS Post-Trade, which can help you create a tailored advisor experience that aligns and integrates with your firm’s investment philosophy, oversight controls, systems, and workflows.
Design an experience uniquely for your advisors
Opt into our add-on features to configure an advisor experience that supports your brand and your firm’s broader goals. For example, home offices can choose to customize roles and permissions based on specific user attributes—such as their FINRA licenses or their CAIS IQ course completion—to create a personalized and dynamic platform for each advisor. You can also opt to white label specific parts of our platform or enable SSO from your firm’s intranet. Additionally, larger firms can oversee their advisors’ activity on their own dashboard.