CAIS Continues to Enhance Platform Experience with Integration Partner PCR
Press Release
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
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.
Contact
For CAIS
Nadia DamouniEmail address
Want To Learn More?
For more information about investment opportunities available on the CAIS Platform, contact a CAIS representative.
Contact Us
