How we partner

Independent Financial Advisor

Walking by your side

CAIS seeks to ensure your alternative investing experience is second to none. We strive to complement your existing service deliverables as you weave alternatives and structured notes into the fiber of your practice.

Lead with learning

Learn about risk and return profiles of alternative asset classes and structured notes—along with specific products in our marketplace—through our online learning experience, CAIS IQ. Each course is designed to help you build confidence and lead more valuable client conversations.

Trusted due diligence

Gain access to third-party reviews by Mercer¹—a global leader in institutional investment and operational due diligence—for most products available on our platform.

Efficient technology

Leverage our innovative trade infrastructure and digital workflows to help facilitate your transactions. Convenient features like digitized forms, e-signatures, and centralized document libraries are designed to save time for you and your clients.

Industry-wide integration

Quickly log in to access and monitor real-time portfolio data wherever you are in your client service workflows—thanks to seamless integrations with our leading investment industry and technology partners, including all major custodians and top reporting providers.

Dedicated partnership

Whether you want to learn more about a specific fund or need assistance with a transaction, CAIS has a dedicated team of product specialists to support you. Every member of the CAIS platform has access to regional product specialists who will meet with you in person or virtually to discuss your clients’ needs. Our on-call client support team stands ready to answer your questions about our platform features, guide you through the life cycle of an investment, or assist with distributions or capital calls.