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MassMutual Taps CAIS to Expand Adviser Access to Alts

In an effort to expand access to more alternative offerings and make investment processes even more robust and streamlined, the CAIS alternative investment platform is now available to financial advisers affiliated with MML Investors Services, a leading independent broker-dealer and investment adviser subsidiary of MassMutual.

“Alternative investment offerings are more important than ever for advisers and their clients,” said Vaughn Bowman, CFA, head of wealth management with MassMutual. “By teaming up with industry leaders like CAIS, we are providing more options for advisers to offer clients differentiated investments to complement their traditional portfolios.”

The CAIS platform provides an end-to-end technology solution across the pre-trade, trade, and post-trade phases of alternative investing. In addition to a broad selection of alternative investment strategies spanning hedge funds, private equity, private debt, real estate, infrastructure and structured notes, MassMutual said that integrations with leading custodians and reporting providers will also be available. This helps automate and streamline the reporting and document workflow process.

“CAIS remains dedicated to supporting the unique needs of the independent wealth channel, leveraging our industry-leading technology and adviser experience teams to streamline the alternative investment lifecycle,” said Matt Brown, founder and chief executive officer at CAIS. “As investors continue to embrace alternatives, we are excited to be collaborating with MassMutual to offer a streamlined and customizable investing experience so that more advisers can continue doing what they do best – meeting the needs of their end-clients.”

CAIS recently expanded its alternative investment offerings through a partnership with Blackstone and was selected by Orion to provide alternative investment funds and products to clients.

CAIS IQ – CAIS’ on-demand, online learning experience designed exclusively to help deepen an adviser’s knowledge and increase their confidence in alternative investment strategies – will also be available.

“This addition is yet another ‘proof point’ in our 40+ year track record of offering access to top quality options for advisers to help clients build strong financial foundations that endure the test of time and prosper,” concluded Bowman.

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. Since its inception, CAIS has facilitated over $30 billion in transaction volume and has offices in New York, Los Angeles, Austin, and London.

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