MassMutual Taps CAIS to Expand Advisor Access to Alternative Investments

Press Release

May 29, 2024 • by CAIS

The CAIS alternative investment platform is now available to financial advisors affiliated with MML Investors Services

Springfield, Mass., May 29, 2024 – In an effort to expand access to more alternative offerings and make investment processes even more robust and streamlined, the CAIS alternative investment platform is now available to financial advisors affiliated with MML Investors Services, a leading independent broker/dealer and investment adviser subsidiary of MassMutual.

“Alternative investment offerings are more important than ever for advisors and their clients,” said Vaughn Bowman, CFA, head of wealth management with MassMutual. “By teaming up with industry leaders like CAIS, we are providing more options for advisors to offer clients differentiated investments to complement their traditional portfolios.”

The CAIS platform provides an end-to-end technology solution across the pre-trade, trade, and post-trade phases of alternative investing. In addition to a broad selection of alternative investment strategies spanning hedge funds, private equity, private debt, real estate, infrastructure, and structured notes, integrations with leading custodians and reporting providers will also be available, which help automate and streamline the reporting and document workflow process.

“CAIS remains dedicated to supporting the unique needs of the independent wealth channel, leveraging our industry-leading technology and advisor experience teams to streamline the alternative investment lifecycle,” said Matt Brown, Founder and CEO at CAIS. “As investors continue to embrace alternatives, we are excited to be collaborating with MassMutual to offer a streamlined and customizable investing experience so that more advisors can continue doing what they do best – meeting the needs of their end-clients.”

Access to CAIS IQ, CAIS’ on-demand, online learning experience designed exclusively to help deepen an advisor’s knowledge and increase their confidence in alternative investment strategies, will also be available.

“This addition is yet another ‘proof point’ in our 40+ year track record of offering access to top quality options for advisors to help clients build strong financial foundations that endure the test of time and prosper,” concluded Bowman.

This article was written and distributed by MassMutual and originally appeared on their website.

About CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience.

CAIS provides advisors with access to a broad selection of alternative investment strategies, including private equity, private debt, real estate, infrastructure, hedge funds, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets.

CAIS streamlines the end-to-end transaction process through digital subscriptions and powers integrated reporting through leading US custodians and reporting providers, making investing in alternatives simpler. CAIS also enables advisors to centralize all their alts and notes on one platform, whether they were purchased on or off the CAIS platform, through CAIS Solutions, and helps advisors create custom fund vehicles around ideas they source.

Founded in 2009, CAIS, a fintech leader, supports over 4,250 wealth management firms that reach more than 54,000 advisors overseeing $6.7 trillion in network assets. CAIS has headquarters located in New York, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.

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

About MassMutual

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services. For more information, visit www.massmutual.com.

Securities and advisory services are offered by MML Investors Services, a leading independent broker/dealer and investment adviser subsidiary of MassMutual founded in 1981.