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CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

Press Release

Integration makes it significantly easier and faster for financial advisors to allocate to alternative investment funds

CAIS, the leading alternative investment platform, today announced an integration agreement with BNY Mellon’s Pershing (“Pershing”), a leading provider of global financial business solutions, to automate manual transaction processes, making it easier and faster for financial advisors to allocate to alternative investments.

Manual processes have been a barrier to allocating to alternative investments and now, with document workflow automation, advisors can seamlessly browse, research, transact and operate in a fully connected CAIS-Pershing ecosystem. The integration eliminates the need for manual uploads of required documents and reduces the potential for human errors.

“We are thrilled to bring this new capability to the advisors on our platform,” said Rob Cirrotti, Managing Director Global Strategy & Product Management at Pershing. “As advisors increasingly turn to alternative investments for diversification and uncorrelated returns, we are delighted to partner with CAIS to make the investing process more digital and seamless.”

CAIS provides RIAs and broker dealers with the option to utilize the complete end-to-end platform solution or create a customizable solution for their own advisor-sourced funds and strategies. Additionally, all private funds available through CAIS are institutionally rated and undergo independent investment and operational due diligence performed by Mercer. Financial advisors on the Pershing platform who use CAIS will also have access to CAIS IQ, the learning system that helps advisors learn faster, remember longer and enhance client outcomes.

“CAIS and Pershing share a commitment to optimizing the client experience to be simpler and more efficient for financial advisors,” said Matt Brown, Founder and CEO of CAIS. “Through our integration with Pershing, CAIS will further unlock the potential of our best-in-class alternative investment platform, empowering advisors to be more competitive and further improve client outcomes.”

About CAIS

CAISis the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience. 

 CAIS provides advisors with access to a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, infrastructure, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets.  

CAIS streamlines the end-to-end transaction process through digital subscriptions and powers integrated reporting through leading US custodians and reporting providers, making investing in alternatives simpler.  CAIS also enables advisors to centralize all their alts and notes on one platform, whether they were purchased on or off the CAIS platform, through CAIS Solutions, and helps advisors create custom fund vehicles around ideas they source. 

Founded in 2009, CAIS, a fintech leader, supports over 34,000 advisors who oversee more than $4.5 trillion in network assets. Since its inception, CAIS has facilitated over $30 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit    

 Securities offered through CAIS Capital LLC, member FINRA, SIPC.   



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