CAIS Continues to Enhance Platform Experience with Integration Partner PCR
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 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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