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Our Technology

How We Partner

Built for Independent Wealth Firms

Our end-to-end alternative investing operating system has been built to seamlessly integrate with the rest of the wealth management tech stack, giving your firm one unified experience across the full lifecycle of your investments.

Finding a Better Way

Read our latest tech release notes to learn how we’re constantly evolving our technology to meet the changing needs of independent wealth firms.

A Platform That Brings It All Together

From discovering new strategies to keeping track of activity over time, our technology can support your firm across the entire alternative investment journey. 

Maximize your effort with educational resources, products, and features designed especially for financial advisors. 

Insights to empower you – Our customizable homepage lets your advisors explore research and analysis from the CAIS ecosystem that can potentially inform their asset allocation and product selection decisions.

Features just for your firm – Customize the CAIS Platform for your advisors, reflecting your business and your brand. Advisors in your network can enjoy a more seamless alternative investing experience, through features like single sign-on (SSO), connectivity with your intranet, or white-labeled interfaces. 

Focused alts education – Interactive CAIS IQ alternative investing courses can help your advisors learn about specific products or asset classes at their own pace. 

Faster product discovery – Our menus show you available products. Filters—based on objectives, minimums, accreditation levels, and more—let your advisors find what they’re looking for quickly. Customize your menus, and the products available to your advisors, with our CAIS Solutions. 

Relevant product resources – Product pages show you key details, along with more in-depth learning materials like manager videos, fact sheets, disclosure materials, or presentations, to help your advisors when they’re conducting due diligence and considering potential opportunities.