Access. Learn. Diligence. Transact.

Learning drives earning.

CAIS is committed to empowering financial advisors with the knowledge they need to allocate to alternative investments. Knowledge is power... power to gain confidence in selecting the right strategy to meet client’s financial goals.

CAIS IQ is a personalized learning system that helps financial advisors learn faster, remember longer and enhance client outcomes. CAIS IQ is modular, mobile, and works best in short bursts and the content structure allows financial advisors to earn CE credits on select courses from both CIMA® and CFP®² on a timeline that works– anywhere.

CAIS IQ delivers a return on learning, including conversations that can lead to new business opportunities, increased walletshare and enhanced client outcomes.

Diligence is peace of mind.

CAIS is committed to providing financial advisors with the peace of mind that comes with independent due diligence on the funds and products they select for their clients.

Since our founding, CAIS has maintained a strategic relationship with Mercer¹, a global leader in institutional investment and operational due diligence.

In Mercer, financial advisors have a strong, unbiased, independent partner helping fulfill their fiduciary obligation, at no additional cost.

All funds on the CAIS platform must successfully undergo Mercer’s independent due diligence process prior to listing. Mercer’s due diligence reports and fund ratings are available to financial advisors on CAIS’ password protected secure platform.

Transacting made simple.

CAIS is committed to empowering financial advisors through a streamlined process that makes it simple to allocate to alternative investments and transact at scale.

The CAIS Platform has a built-in subscription processing system with electronic subscription documents, AML/KYC smart logic and e-signature capabilities, helping to ensure client conversations are always about investments and never about documents.

CAIS’s streamline transaction process and tools include:

• Automated transactions and position reporting
• Asset recognition with all major custodians
• Data integrations with third-party reporting providers
• Streamlined capital call and distribution workflow
• On-call client-service support team

Diligence is peace of mind.

Since our founding, CAIS has maintained a strategic relationship with Mercer¹, a global leader in institutional investment and operational due diligence.

Mercer’s globally recognized due diligence rating standards can provide asset managers with institutional credibility and investor confidence.

All funds on the CAIS platform must successfully undergo Mercer’s independent due diligence process prior to listing. Mercer’s due diligence reports and fund ratings are available to financial advisors on the CAIS’ password protected secure platform.

Transacting made simple.

CAIS is the single point of contact for asset managers to have support and streamlined access to the untapped, fragmented, multi-trillion dollar independent financial advisor community so they can spend more time raising capital.

The CAIS Platform has a built-in subscription processing system with electronic subscription documents, AML/KYC smart logic, and e-signature capabilities to help ensure your fund and fund administrator receive fully populated subscriptions in good order, every time.

CAIS’ streamlined transaction process and tools include:

• Purchasable funds without additional operational burden
• Automated transactions and position reporting
• Asset recognition with all major custodians
• Data integrations with third-party reporting providers
• Streamlined capital call and distribution workflow
• On-call client-service support team