How We Partner
CAIS sits at the center of the ecosystem among financial advisors, asset managers, fund administrators, custodians, and reporting providers, aggregating data for industry players in one place. Contact us to learn more about how CAIS works with our ecosystem partners.
CAIS is integrated across custodian platforms, ensuring funds are recognized on statements and streamlining your advisor experience. Through these integrations, advisors can enjoy a smoother transaction experience, with secure DocuSign eSignature technology, easier order entry and document upload, and streamlined capital calls.
CAIS makes it faster and easier for independent financial advisors to report on alternative investments through direct integrations with all major reporting providers.
CAIS works with 30+ fund administrators that provide automated data feeds on the CAIS platform and leverage CAIS for a streamlined onboarding process. Through CAIS' relationships with fund administrators, CAIS receives timely data, providing a more seamless advisor experience across the trade and post-trade process.
Fidelity Investments offers clearing and custody services, investment and technology products and solutions, brokerage and trading services, and a range of insights, expertise, and world-class client experience to financial intermediary firms and institutions.
Goldman Sachs Custody Solutions offers clients of independent advisors access to institutional-grade solutions and custody services. We transform the client experience with an intuitive, digital-forward platform to enhance your advisor’s transparency. Our modern, nimble, and ever-evolving open architecture network connects advisors to best-in-class services and tools. More than just a custodian, we are a gateway to the institutional power of Goldman Sachs.1
BNY Pershing provides a broad range of financial business solutions across EMEA. front-end technology and flexible middle-office capabilities with execution, settlement and custody services. These are supported by a robust regulatory and compliance framework with dedicated client asset experience and expertise.
Schwab offers international investors a modern way to build and manage wealth by making the most of the U.S. financial market.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies.
The Black Diamond Wealth Platform is a cloud-based financial technology platform that offers wealth management services to advisors and their clients.
Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions – backed by industry-leading service and support.
Orion is building a wealth-tech community where every advisor and investor thrives
Tamarac Unified Managed Account Solution Consolidate management of SMAs and UMAs through integration with Envestnet's managed account platform.
BNY Mellon offers a full suite of services and innovative solutions support a wide range of fund structures and strategies and can help clients keep pace with the changing regulatory environment and navigate global financial markets.
Citco is a market-leading administrator which exists to serve fund managers. Citco provides a complete solution powered by sophisticated technology.
SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures.
SS&C is the number one global fund administrator, delivering services and technology for all fund types and asset classes.
State Street’s fund administration services manage complex portfolio strategies and multi-tiered fund structures with ease.