CAIS Marketplace

Independent Financial Advisor

Welcome to a New Era of Access

CAIS is leveling the playing field for independent financial advisors, providing you with a broad yet curated selection of alternative investments and structured notes. Through the CAIS Marketplace, you get turnkey access to our constantly evolving menu of alternative investment products—many with lower accreditation requirements or investment minimums.

More Alternatives For Your Clients

Private Equity

Private Debt

Real Estate

Infrastructure

Hedge Funds

Structured Notes

The Only Platform You Need for Alternative Investments and Structured Notes

Expand your alts access and streamline your alternative investing processes all at once with CAIS Marketplace.

Robust, searchable menus We designed our CAIS Marketplace product menus to help you quickly discover and learn about products that may align with certain investment goals. Filter based on asset class, manager, objective, accreditation level, and more—and then view key terms and resources for each product.

Due diligence by Mercer Research and ratings by Mercer¹—a global leader in institutional investment and operational due diligence—are available for nearly all products in the CAIS Marketplace.

Tech built for alts efficiency Features like digitized subscription documents, AML/KYC smart logic, and CAIS DocuSign let you reduce common operational burdens and administrative delays.

More convenience & transparency CAIS Marketplace is directly integrated with the industry’s leading custodians and third-party reporting providers to simplify your work. Use these integrations to oversee your portfolios and facilitate ongoing transfers, like capital calls and distributions, more easily.

Your own support team Our regional product specialists are always available to answer questions on products available in the CAIS Marketplace. You can also depend on our dedicated advisor services team to guide you through the transaction process.

Lead With Learning

Gain more knowledge about alternative investments with CAIS IQ, our integrated, on-demand online learning experience. Courses are designed for independent financial advisors and are available for most products and asset classes on the CAIS Marketplace.

More About CAIS IQ