CAIS Announces New Integration with Addepar for Seamless Alternatives Transaction Reporting
Press Release
CAIS continues to connect the wealth management ecosystem, making it faster and easier for independent financial advisors to access, learn, transact, and report on alternative investments.
CAIS, the leading alternative investment platform, today announced an integration with Addepar, a wealth management platform that specializes in data aggregation, analytics, and performance reporting. This new partnership marks CAIS’ second automated data and reporting integration, providing advisors with a more robust view of their alternative investments.
Advisors who have joined the CAIS platform and use Addepar as their portfolio management tool are, at no additional cost, able to take full advantage of the CAIS / Addepar integration, including:
Get reliable data allowing advisors to conduct deep analysis and get actionable insights
Aggregate all financial accounts to create a consolidated view of clients’ portfolios
View investments easily across accounts and uncover opportunities to provide holistic advice and grow client relationships
Receive faster, more enriched data into the Addepar platform, eliminating many of the operational headaches associated with manual data management processes
Provide a broader selection of alternative investment strategies that seek to capitalize on new opportunities and/or withstand ever-changing markets
Access an industry-leading learning system that helps advisors learn faster, remember longer, and improve client outcomes
This integration will help independent and breakaway advisors as they seek a broader range of investment options to meet their clients’ unique financial goals.
Advisors that utilize both CAIS and Addepar will have full access to Mercer’s investment and operational due diligence and the peace of mind that all funds available to the CAIS network are institutionally rated by Mercer. The CAIS platform acts as a single point of operational support for all products made available through CAIS, further centralizing the operational experience for all joint clients.
“All ecosystem integration partners share a commitment to making both the advisor and end-client experience simpler and more efficient.” said Matt Brown, Founder and CEO of CAIS. “Through our integration with the leading custodians, Fidelity, Schwab, BNY Mellon Pershing, and reporting providers Orion, and now Addepar, CAIS will further unlock the potential of our best-in-class alternative investment platform, empowering independent financial advisors to be more competitive and further improve client outcomes.”
To get started using the CAIS/Addepar integration for seamless transaction reporting, please email [email protected]
About CAIS
CAIS is the leading alternative investment platform for independent financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source.
As an extension of the platform, CAIS also delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help financial advisors deepen their knowledge and increase their confidence in alternative investment strategies.
Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which make investing in alternatives simpler.
Founded in 2009, CAIS, a fintech leader, is empowering over 8,300 unique advisor firms/teams who oversee more than $3 trillion in network assets. Since its inception, CAIS has facilitated over $21 billion in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, San Francisco and London. For more information about CAIS, please visit www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
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