Orion and CAIS Team Up to Offer Streamlined Portfolio Construction and Performance Reporting Workflow
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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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.
CAIS is the leading alternative investment platform for 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 credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.
All funds listed on CAIS 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 Fidelity, Schwab and Pershing, making investing in alternatives simple.
Founded in 2009, CAIS, a fintech leader, is empowering wealth management by leveling the playing field for financial advisors everywhere.
Want to learn more?
For more information about investment opportunities available on the CAIS Platform, contact a CAIS representative.