MassMutual Taps CAIS to Expand Advisor Access to Alternative Investments
Press Release
• 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 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.
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.
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
