Home Office
Our industry-leading technology and the support of our dedicated team empower you to define your advisors’ alternative investing experience.
Offer your advisors access to the CAIS platform—customized exclusively for them—to overcome barriers to entry in alternative investing. With our time-saving technology features, educational resources, due diligence via Mercer, and our dedicated support, advisors in your network can start scaling their alternative investment allocations and potentially attract more client assets.
Expand your advisors’ investment options with products from globally recognized asset managers and bank issuers. Your advisors can select from products already offered on our turnkey CAIS Marketplace, leverage CAIS Solutions technology to offer funds you sourced elsewhere, or get our help building your own custom fund.
Through CAIS Marketplace, financial advisors can gain free, turnkey access to a variety of products available to a spectrum of eligible investors. Browse our private markets and hedge fund product menus, structured note offerings, educational materials, and Mercer due diligence reports, while learning about alternative strategies via our on-demand online learning experience, CAIS IQ.
Give advisors in your network the flexibility to receive extensive structured note education, gain access to bank issuer offerings, the opportunity to curate bespoke strategies, and take advantage of full lifecycle support.
Through CAIS Solutions, our software-as-a-service (SaaS) offering, RIAs and independent broker-dealers can centralize and scale all their alternative investment operations in one place. Use time-saving features—such as automated customer profiles, digitized documentation, AML/KYC smart logic, CAIS DocuSign, and integrations with custodians and third-party reporting providers—for all your alternative investment funds.
Source and research your own investment ideas, and our Custom Funds team can help you build, launch, and operate customized alternative investment vehicles—including single-manager and multi-manager funds—exclusively for the advisors in your network.
If you work in the home office of a broker-dealer, a large RIA aggregator, or a bank and trust company with multiple advisor teams, branches, and offices, you may recognize the complexity of scaling alternative investing. CAIS partners with you to make it easier for your advisors to access alternatives and for you to monitor their investments. Collaborate with our team to define the alternative investing experience you desire for your network—one that complements your business strategy, investment philosophy, risk controls, technology, and operations.
“We were looking for a trusted long-term partner and what attracted us to CAIS was their flexibility to customize the platform’s product menu, simplify the transaction process, and integrate our wealth management ecosystem to help solve the needs of all types of clients, from high-net-worth to mass-affluent.”1
Shannon Larson, Senior Vice President, Platform Management & Product Development, Osaic
Gain market insights and improve your alternative investment knowledge through articles, videos, and other educational resources from the CAIS team.
