How We Partner

Home Office

Aligned With Your Goals

As we continue to expand access to alternative investments and structured products within the independent wealth management community, we invite you to join CAIS and enable your network of advisors who seek to diversify their client portfolios, differentiate their practice, and attract more assets.

Dedicated Support

As an independent broker-dealer, an RIA aggregator, or a bank and trust company, you can depend on dedicated relationship managers, project managers, and implementation teams to help you create your own advisor experience, onboard your advisors to the CAIS Platform, and provide ongoing support.

Trusted Due Diligence

Your advisors can access third-party product reviews by Mercer¹—a global leader in institutional investment and operational due diligence—for products available on our platform. With Mercer, you have a strong, unbiased resource at no additional cost.

Co-Branded Experiences

Customize the CAIS Platform for your advisors, reflecting your business and your brand. Advisors in your network can enjoy a more seamless alternative investing experience, through features like single sign-on (SSO), connectivity with your intranet, or white-labeled interfaces.

Integrated Ecosystem

Leverage our technology integrations with leading custodians and third-party reporting providers across the wealth management ecosystem. Equip your advisors with real-time client portfolio data from our partners to help them better serve their clients.

Deepen engagement with your advisors

CAIS works alongside each home office to develop go-to-market programs and resources that educate, engage, and excite their network of advisors. The standard roll-out plan includes co-branded collateral and communications that firms can customize to meet their needs. In addition, CAIS will co-host launch calls, schedule open office hours, and provide ongoing marketing communications with tailored cadences to targeted recipient lists. CAIS also works with home offices to host fund manager events and due diligence days for advisors.

Learn More About CAIS