CAIS Launches New SaaS Platform for Advisors to Centralize and Streamline Alternative Investment Workflows

CAIS Solutions to Set New Standard for Alternative Investment Ecosystem

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of its new SaaS platform, CAIS Solutions, which 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 CEO 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,” Brown continued.

Among several features, 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 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.

Marcelo Vedovatto, COO of SCS Financial, a Focus Financial Partner Firm, noted the immense impact CAIS Solutions can have: “On an annual basis, we have over a thousand transactions that we're having to process. When I add up all the component parts to execute on those trades, CAIS has been able to deliver to us significant productivity gains across all those various functions.”

“Wealth management firms that rely on multiple vendors with unconnected technologies risk falling behind in this rapidly consolidating landscape,” said Brendan Cuddihy, COO 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 Solutions was formally unveiled at the 2023 CAIS Alternative Investment Summit in Los Angeles, a three-day, invite-only convening event for leading independent financial advisors and alternative asset managers. The launch follows CAIS’ September announcement that twelve leading alternative asset managers have launched or expanded wealth-centric strategies on the CAIS platform.

About CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.

CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source.

As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies.

Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler.

Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.