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 advisors' experience. Through these integrations, your 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 your 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 experience across the trade and post-trade process for your firm.
