CAIS Advisory Council Guides Platform on Future Needs and Expectation of Advisors.
CAIS, the leading alternative investment platform for the independent wealth channel, is pleased to welcome Rockefeller Capital Management to its rapidly expanding advisor network. CAIS will serve as a foundational alternative investment platform for Rockefeller, enabling their advisors to gain direct access to private equity, hedge funds, real estate and private credit strategies.
“Rockefeller’s early adoption of the CAIS platform makes it clear that our approach is exactly what growing wealth management firms need to equip advisors with access to differentiated products and better serve the ever-changing investment needs of their clients,” said Matt Brown, founder and CEO of CAIS Group. “CAIS is proud to be serving Rockefeller’s expanding advisory business and supporting its efforts to recruit new advisor teams.”
Rockefeller advisors will receive access to CAIS’s platform, which offers a range of benefits including premier alternative investment funds & products, third-party due diligence from Mercer, a simplified web-based subscription process, and integration with all major custodians and reporting platforms. Rockefeller advisors will benefit from the power of the CAIS network to achieve institutional pricing with lower investment minimums.
In addition, Michael Bapis, Managing Director of Vios Advisors – the first advisory group to join the new Rockefeller team – has been named to the CAIS Advisory Council. The CAIS Advisory Council is a collective of industry leaders within the wealth management, alternative investment, custodian, and technology ecosystems that provide ongoing input on industry trends.
Rockefeller Capital Management joins a growing community of over 450 independent wealth management firms that actively use CAIS to access alternative investment funds and products.
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 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 $25 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.
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