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 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.
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