Alternative Investments
In periods of persistently low interest rates, alternative sources of income have the potential to provide higher yields than traditional investments by seeking income from a broader opportunity set1.
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Structured Notes & More
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Yield-Oriented Notes & More
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Supplement Income Basics
Testimonial
“What attracted us to CAIS was a combination of their comprehensive platform solution and their flexibility to accommodate the unique
needs of BB&T Securities. CAIS will help us meet the growing demand of alternative investments from our financial advisors and their end-clients.”
Mark Knezevich, Product Manager, Alternative Investments at BB&T Scott & Stringfellow
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CAIS News
Stay Informed
Leveling access to alternatives.
CAIS Announces New Integration with Addepar for Seamless Alternatives Transaction Reporting
CAIS continues to connect the wealth management ecosystem, making it faster and easier for independent financial advisors to access, learn, transact, and report on alternative investments.
CAIS Expands Board of Directors with Technology Leadership
New board members include Silicon Valley pioneer Ellen Levy and FinTech leader Neal Pawar.
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