CAIS Launches Software Platform for Alternatives

CAIS, an alternative investment platform for independent financial advisors, announced the launch of its new SaaS platform, CAIS Solutions, which the company says uses the “power of CAIS technology to centralize and streamline alternative investment funds, no matter where advisors or home office representatives source funds.”

“CAIS Solutions will reduce the operational burden of executing and managing alternative investments by leveraging CAIS’ pre-trade, trade, and post-trade technology,” said Matt Brown, founder and chief executive officer of CAIS. “Since 2009, we have been at the forefront of empowering independent advisors and leading the charge in making alternative investments accessible and easier.”

The company says CAIS Solutions centralizes all alternative investment funds onto one platform, providing a “unified and scalable end-to-end solution.” This includes funds purchased directly from managers, funds sourced from other platforms and all legacy fund positions.

CAIS Solutions says it offers two technology products that can be utilized together or separately: CAIS Trade, which “streamlines” the alternative investment subscription process, and CAIS Post-Trade, which “scales” the operational management of a firm’s data and document requirements.

“Wealth management firms that rely on multiple vendors with unconnected technologies risk falling behind in this rapidly consolidating landscape,” said Brendan Cuddihy, chief operating officer of CAIS. “Our platform is the only solution integrated with all major custodians, reporting providers, and fund administrators. As a result, our technology empowers advisors to transact, manage, and monitor their fund ideas at scale,” Cuddihy continued.

CAIS provides a financial product platform offering access to alternative investment funds, IPOs and follow-ons, and structured notes. Independent due diligence services are provided by Mercer.

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