ArticleOur technology
How We Partner
Finding a better way
Our end-to-end alternative investing operating system has been built to seamlessly integrate with the rest of the wealth management tech stack, giving you one unified experience across the full lifecycle of your alternative investments.
Our latest tech release notes
Read our latest tech release notes to learn how we’re constantly evolving our technology to meet the changing needs of independent financial advisors.
A platform that brings it all together
From discovering new strategies to keeping track of activity over time, our technology can support you across your entire alternative investment journey.
Maximize your effort with educational resources and product menus designed especially for financial advisors.
Insights to empower you – Our customizable homepage lets you explore research and analysis from the CAIS ecosystem, designed to help you navigate the alternative investing landscape.
Focused alts education – Interactive CAIS IQ alternative investing courses can help you learn about specific products or asset classes at your own pace.
Faster product discovery – Our menus show you available products. Filters—based on objectives, minimums, accreditation levels, and more—let you find what you’re looking for quickly.
Relevant product resources – Product pages show you key details, along with more in-depth learning materials like manager videos, fact sheets, important disclosure materials, or presentations, to help you when conducting due diligence and considering potential opportunities.