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CAIS to Equip Orion’s Adviser Network With an End-to-End, Tech-Enabled Alternatives Platform

CAIS to Equip Orion’s Adviser Network With an End-to-End, Tech-Enabled Alternatives Platform. Orion, CAIS, alternative investments, financial advisers, broker-dealer, registered independent adviser, RIA

Orion selected CAIS, an alternative investment platform for independent financial advisers, to provide Orion’s wealth advisory clients access to alternative investment funds and products.

“We’re excited to integrate with CAIS to provide access to alternative investment strategies from leading asset managers,” said Natalie Wolfsen, chief executive officer of Orion, a provider of wealth tech solutions for fiduciary advisers.

“CAIS is aligned with Orion’s commitment to supporting the independent adviser community, given their industry-leading technology, broad selection of funds, robust online educational platform, deep technology integrations, and independent due diligence relationship with Mercer,” Wolfen said.

The collaboration between CAIS and Orion will provide access to private equity, private debt, private real estate and hedge funds to Orion’s Wealth Advisory and OCIO clients. Orion plans to expand access to Orion Portfolio Solutions and Orion Advisor Technology clients soon. This comes at a time when adviser demand for alternatives is reaching record levels – a recent CAIS-Mercer survey of independent financial advisers found that 85% of respondents are expecting to increase allocations to alternatives by 2025.

“As adviser demand for alternatives continues to grow, we remain laser-focused on providing best-in-class technology solutions that enable a seamless alternative investing experience for the independent wealth ecosystem,” said Brendan Cuddihy, chief operating officer of CAIS.

In addition to access to alternative funds and products, Orion’s advisers will benefit from streamlined workflows across the pre-trade, trade, and post-trade experience, including end-to-end digitized transaction processing and integrations with leading U.S. custodians. Orion’s advisers will also have access to CAIS Solutions, a SaaS platform which centralizes all alternative investments funds no matter where they are sourced, to automate reporting and centralize their documents, creating a more efficient alternative investment experience.

Orion facilitates adviser-client relationships by enabling financial advisers to engage within a single, connected, technology-driven experience. As of Dec. 31, 2023, Orion serviced $4.1 trillion in assets under administration and $65.9 billion of wealth management platform assets and supported over 6 million technology accounts.

CAIS is an alternative investment platform for independent financial advisers. CAIS provides financial advisers with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes. Founded in 2009, CAIS supports over 32,000 advisers who oversee more than $4 trillion in network assets.