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CAIS Launches Multi-Issuer Structured Notes Solution for Advisors

Press Release

CAIS Further Expands Capital Markets Product Menu as Demand Increases

CAIS, the leading independent product platform for the wealth management industry, is pleased to announce it has selected J.P. Morgan, Morgan Stanley, RBC, and BNP Paribas to join its new open-architecture structured notes platform. This roster of top-rated banks offers CAIS members a diversified, multi-issuer menu of structured solutions.

“As our product menu expands, we continue to advance our mission to deliver advisors a true competitive advantage in a single easy-to-use platform,” said Matt Brown, CAIS Co-Founder and CEO. “With the addition of the open architecture structured notes solution, we are improving pricing and execution efficiency as well as overall product education for advisors.”

The CAIS platform reduces barriers to entry for independent firms looking to access and execute on products. Through the seamless technology CAIS has developed around structured products, wealth advisors can easily build customized notes and access calendar offerings and performance tracking, as well as place orders.

“By joining the CAIS platform, we are confident that we will be providing efficient access to our offerings to a broad and growing network of advisors who understand structured products and the benefits to deploying them in their clients’ portfolios,” said Larry Wilson, Head of Structured Investments Distributor Marketing at J.P. Morgan.

The CAIS approach to structured notes mirrors the open architecture model of its funds menu. As an independent platform, CAIS gives clients access to a selection of banks and products providing credit diversification and institutional pricing. Having multiple product providers on the same platform helps wealth managers to find suitable products at a competitive price.

The CAIS platform democratizes access to a wide range of alternative investments including, in addition to structured solutions, hedge funds, private equity funds, ’40 Act mutual funds, equity and debt syndicate solutions and precious metals.

About CAIS

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 alternative investments 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 $30 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.

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

Contact

For CAIS

Nadia DamouniEmail address

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For more information about investment opportunities available on the CAIS Platform, contact a CAIS representative.

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