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Orion and CAIS Team Up to Offer Streamlined Portfolio Construction and Performance Reporting Workflow

Press Release

Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider for financial advisors, today announced its integration with CAIS, a leading financial product platform offering wealth managers access to a diversified menu of alternative funds and products.

Orion’s integration with CAIS offers advisors a streamlined account opening workflow combined with a data connection to provide fund activity into Orion’s performance reporting platform. Orion advisors now have the ability to directly sign up with CAIS and access CAIS’ suite of alternative financial products directly from Orion Connect.

“We are excited to add CAIS as an integration partner, giving our advisors the ability to easily access alternative investments and easily include them in client performance reports, client portals and mobile apps” said Eric Clarke, CEO of Orion. “As a notable leader in the alternative space, CAIS makes funds and products more accessible to advisors than ever before. We’re thrilled to launch this integration which will streamline advisor workflow, giving them back valuable time to spend helping clients and growing their businesses.”

Phase two of this integration, which will launch in the coming months, will offer a research workflow that enables advisors to obtain information for specific holdings directly within their household portfolio dashboard on Orion Connect.

“Orion’s tailored trade execution and reporting solution is a natural fit with the technology we’ve built at CAIS. Our goal has always been to provide independent wealth advisors with the tools and resources they need to be competitive and best service their clients,” said Tim Shannon, President of CAIS. “CAIS gives advisors access to a diversified menu of private funds and capital markets offerings coupled with independent due diligence, integrated custodial reporting and electronic subscription processing. Our integration with Orion empowers advisors to seamlessly allocate and monitor positions with even more ease.”

The integration is now available to Orion users. To learn more, you can register here for an informational webinar which will be held on Tuesday, June 7 at 2:30 p.m. CST.

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About Orion

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm’s technology solutions empower more than 900 advisory firms with total assets under administration in excess of $300 billion, from more than 1,250,000 individual accounts.

For more information about Orion, visit and follow Orion on Twitter: @orionadvisor

About CAIS

CAIS is the leading alternative investment platform for independent financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial 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/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source. 

As an extension of the platform, CAIS also delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help financial advisors deepen their knowledge and increase their confidence in alternative investment strategies. 

Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which make investing in alternatives simpler. 

Founded in 2009, CAIS, a fintech leader, is empowering over 32,000 unique advisors firms/teams who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, San Francisco and London. For more information about CAIS, please visit

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



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