Baird Selects CAIS to Centralize All Alternative Investments Onto One Platform
Press Release
• by CAIS
CAIS technology to power past, present, and future alts positions for Baird’s 1,300 advisors
NEW YORK, NY – April 10, 2024 – CAIS, the leading alternative investment platform for independent financial advisors, announced today that Baird, an international wealth management, asset management, investment banking/capital markets, and private equity firm that manages and oversees more than $430 billion in assets, has expanded their relationship with CAIS to consolidate all their alternative investment products, processes, and data management onto a single platform.
“We have a longstanding relationship with CAIS and are thrilled to be expanding our strategic partnership to power our entire alternative investment platform,” said Nic Reisenbichler, Senior Vice President and Manager of Investment Products at Baird. “The collaboration between our Operations team and CAIS to bring funds onto one centralized platform using CAIS’ modern technology for advisors, makes them the ideal partner for us.”
Building on a long track record of success together, Baird’s 1,300+ advisors will now have centralized access to expanded support for structured investments and centralized access to additional Baird alternatives sourced and approved by Baird via CAIS’ SaaS technology, CAIS Solutions. CAIS Solutions streamlines the operational infrastructure associated with investing in alternatives by enabling advisors to centralize their funds – no matter where they are sourced – through automated processes, comprehensive reporting, and end-to-end data integrations.
“We remain solely focused on building, refining, and deploying new tools to enable advisors to bring all their alternatives, no matter where they find them, onto one platform,” said Brad Walker, Chief Client and Product Development Officer of CAIS. “This is a testament to our best-in-class technology, which is reducing Baird’s operational burden associated with alternative investing and powering them to scale their business.”
The announcement comes on the heels of demand for CAIS’ SaaS technology, as advisors seek out a single technology stack and end-to-end alternatives solution to meet client demand. In only six months following its official launch, CAIS Solutions has been made available to independent financial advisors who collectively oversee approximately $1T in assets.
Learn more about CAIS Solutions.
About CAIS
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.
CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.
CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.
For more information about CAIS, please visit www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
About R.W. Baird
Baird is an employee-owned, international wealth management, asset management, investment banking/capital markets, and private equity firm with offices in the United States, Europe and Asia. Established in 1919, Baird has approximately 5,100 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has more than $430 billion in client assets as of Dec. 31, 2023. Committed to being a great workplace, Baird ranked No. 34 on the 2024 Fortune 100 Best Companies to Work For® list – its 21st consecutive year on the list. Baird is the marketing name of Baird Financial Group. Baird’s principal operating subsidiaries are Robert W. Baird & Co. Incorporated and Baird Trust Company in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has an operating subsidiary in Asia supporting Baird’s investment banking and private equity operations. For more information, please visit Baird’s website at www.rwbaird.com.
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