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Featured News
Press Releases
2019
CAIS Launches Artificial Intelligence Learning Platform, CAIS IQ, to Transform How Financial Advisors Learn About Alternative Investments
November 5, 2019CAIS Continues Senior Leadership Expansion with Andrew Smith Lewis Joining as Chief Innovation Officer
September 12, 2019CAIS Launches Insurance Solutions in Partnership with Schechter
August 15, 2019New CAIS Advisory Council Members Bring Insights to Advisor Usage of Alternative Investments
June 4, 2019CAIS Adds Two Industry Influencers to Advisory Council
March 19, 2019
2018
2017
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CAIS Charts Expansion As Platform Volume Surpasses $3.5 Billion
December 7, 2016Orion and CAIS Team Up to Offer Streamlined Portfolio Construction and Performance Reporting Workflow
May 26, 2016Envestnet | Tamarac Announces Integration with CAIS
March 23, 2016Envestnet | PMC Offers Access to CAIS for Delivery of Alternative Investment Funds to Advisors
November 11, 2015CAIS Recognized as “Best Wealth Solution” by Private Asset Management
February 10, 2015CAIS Launches Multi-Issuer Structured Notes Solution for Advisors
November 20, 2014CAIS, Citi and Atlantic Fund Services Announce Collaboration on Turnkey Solution to Launch Alternative Mutual Funds
February 5, 2014Fidelity and CAIS form Strategic Alliance to Provide Access to Alternative Investment Funds
October 28, 2013CAIS Expands Product Menu with Capital Markets Syndicate Offering
September 10, 2013Mercer and CAIS Redefine Alternative Investment Advice and Access for Wealth Management
March 12, 2013CAIS Integrates MSCI’s RiskMetrics HedgePlatform
December 18, 2012CAIS Launches First Online Exchange For Wealth Management Industry
December 11, 2012CONCERT Wealth Management Selects CAIS
July 23, 2012CAIS Expands Product Offering to Include Precious Metals
March 14, 2012CAIS Announces Strategic Partnership with Focus Financial Partners
November 3, 2011CAIS Selected as Finalist in Private Banker International Awards
October 13, 2011CAIS Speaks at Deloitte Hedge Fund Conference
October 11, 2011CAIS Hosts Series of Educational Sessions and Annual Dinner
September 27, 2011CAIS Joins DTCC AIP Reporting Protocol
February 10, 2011Jefferies & Co Wealth Management Adopts CAIS
January 11, 2011CAIS Expands Hedge Fund Menu
June 14, 2010CAIS Forms Strategic Partnership with State Street and Mercer
January 4, 2010Media Kit
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