Case Studies
Get our users' views of real-world transformations, streamlined processes, and enhanced outcomes.
Discover real-world success stories from our users, featuring optimized workflows and enhanced results.
As interest in private markets grew, Wealth Partners Alliance needed a solution to bridge the knowledge gap. With CAIS, they gained the education, access, and operational confidence to bring alternatives to their financial advisors.
Discover how Schechter Investment Advisors leveraged CAIS Marketplace to streamline alternative investments, enhance efficiency, and expand their client access.
Discover how CAIS helped BSW Wealth Partners optimize transaction processes for their private markets investments.
Jack Zhang, Chief Financial Strategist at Sequoia Financial Group, explains how his RIA firm pursued a hybrid model, leveraging their in-house experience and working with CAIS to provide access to their chosen alternative investments.
Learn how CAIS bridged gaps in technology, access, and education enabling HTK’s advisors to facilitate end-to-end transactions in alternative investments.
Cliff Demarest, Managing Principal at Consilium Wealth Advisory, shares his views on how the CAIS platform, people resources, and educational tools have helped his firm thrive in the private market space.
See how CAIS empowers financial advisors and asset managers through access, education, and industry-leading technology.
