CAIS Platform

Asset Managers

Discover your new market

Our award-winning CAIS platform helps you build your distribution network, capture new business, and cultivate relationships with independent financial advisors.

Image of a laptop with the CAIS Dashboard

Your Independent Wealth Management Distribution Platform

Connect With Advisors

Engage directly and start to build valuable one-on-one relationships with top independent financial advisors around the country.

Enhance Oversight

Gain real-time visibility throughout your alternative investment fund life cycle, so you can guide financial advisors through the fund subscription process.

Discover Opportunity

Identify and aim to nurture financial advisor prospects across firms, regions, or products.

Build Your Reputation

Create relevant content and position your products effectively among independent financial advisors.

Infrastructure Designed To Support the Growth of Your Funds

Alternative asset managers that make their funds available on the CAIS Marketplace have access to a custom dashboard designed to optimize their engagement, pipeline, and sales efforts.

Measure the impact of your fund materials and forge relationships with independent financial advisors on the CAIS platform.

Filter engagement by content type, firm, or geography to see which content is resonating with advisors. Use these insights to assess the relevance of fund marketing materials and your outreach efforts.

Unique Advisor Teams: 2,000+
Funds Since Inception: 150+
Transaction Volume: $35B+