Timely, Detailed Reporting Process Streamlines Advisor and Fund Manager Workflow
CAIS , the leading financial technology platform connecting financial advisors with alternative investments, today announced an integration partnership with Private Client Resources (PCR) to streamline the timely and accurate delivery of analytics-ready data for independent financial advisors and fund managers.
“The CAIS Platform is constantly seeking solutions to improve access and usage of alternative investments for independent advisors,” said CAIS President Tim Shannon. “We are pleased with PCR’s ability to automate previously challenging reporting processes for advisors and managers. PCR has normalized over 8,000 of our advisor end-client accounts to make this alternative investment data useable in the advisor’s reporting, analytics, or accounting software.”
PCR’s integration partnership with CAIS will deliver the reporting-ready data, tailored to advisors’ preferences to populate internal client reporting systems, third-party reporting platforms, and major custodians.
“Our focus on alternative investment data aggregation delivered directly to industry reporting platforms fits perfectly with CAIS’s goal of being the go-to platform for the independent advisor community,” said Bob Miller, “Combining PCR’s capabilities with CAIS’s robust technology transforms a highly fragmented process into a seamless workflow that is unique in the marketplace.”
“Embracing cutting-edge operational capabilities from industry leaders like PCR allows CAIS to focus our technology resources on revenue-generating solutions such as advisor engagement, product education, and efficient fund distribution,” said Tim Shannon.
About Private Client Resources (PCR)
PCR provides institutions, advisors, family offices, pensions, foundations, OCIO’s and technology providers an easily implemented data-utility that streamlines how data on hard-to-aggregate client assets are managed. In doing so, PCR is driving wealth management innovation and allowing firms to invest in their next great idea – not collecting, normalizing and reconciling data. PCR’s innovative privacy technology is at the forefront of a new generation of data sharing. PCR aggregates hundreds of billions in assets for industry leading private banks and solution providers. For more information, visit www.pcrinsight.com
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.
CAIS provides 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 withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source
As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help 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. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler.
Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.
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