CAIS offers a platform that simplifies access to alternative investments for financial advisors and wealth managers, allowing them to invest in asset classes like private equity, hedge funds, and real estate. The platform integrates various investment strategies and features CAIS IQ, an educational tool that helps advisors understand alternative investments. CAIS stands out by ensuring a thorough due diligence process for the funds on its platform, which builds trust with users. The company's goal is to transform the investment experience, making it easier for advisors to diversify their clients' portfolios.

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CAIS

CAIS appoints Kan Kotecha as Chief Technology Officer.

CAIS Appoints Kan Kotecha as Chief Technology Officer

Oak Brook, IL - Inland Real Estate Investment Corporation ("Inland Investments" or the "Company") today announced a strategic relationship with CAIS, the leading alternative investment platform for independent financial advisors with end-to-end technology solutions across the pre-trade, trade, and post-trade.

Inland Investments Expands Advisor Access for Alternative Real Estate Investments with CAIS Platform

Additionally, CAIS will launch Compass, a portfolio construction tool that allows advisors to create and analyze asset allocations with alternative investments-all integrated within the CAIS platform.

CAIS To Launch Customizable Model Portfolios, Multi-Manager Registered Solutions, and Portfolio Construction Tools for Advisors

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced that Blackstone, the world's largest alternative asset manager with over $1 trillion in assets under management, has expanded CAIS Marketplace offerings with Blackstone’s alternative investment strategies. “We are committed to providing independent advisors with access to the leading alternative investment strategies from the top alternative asset managers in the industry,” said Matt Brown, Founder and CEO at CAIS. “As advisor demand for alternative investments accelerates, we are excited to welcome Blackstone, a firm that shares our vision in delivering quality education and strategies to financial advisors everywhere.”. Selected Blackstone strategies, which have undergone third-party due diligence by Mercer, will be made available to CAIS’ network of RIAs, independent broker dealers, and RIA aggregators that oversee more than $4T in assets. Blackstone, like all alternative asset managers on the platform, will benefit from a custom analytics dashboard designed to optimize their platform engagement, pipeline management, and sales efforts. Asset managers on the platform also receive access to an online education offering (CAIS IQ), digital marketing support, and integrations with leading custodians, reporting providers, and fund administrators

Cais Expands Marketplace Offerings With Blackstone’S Alternative Investment Strategies

CAIS, the leading alternative investment platform for independent financial advisors, today announced it has been selected by CAPTRUST, one of the nation's largest independent financial advisory firms with more than $800 billion in client assets under advisement.

CAPTRUST Selects CAIS to Centralize and Streamline All Alternative Investments

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced it has been selected by CAPTRUST, one of the nation’s largest independent financial advisory firms with more than $800 billion in client assets under advisement. CAPTRUST advisors will leverage CAIS’ SaaS technology to consolidate their alternative investment products and processes onto a single platform, creating an enhanced, unified alts experience. “We are thrilled to work with CAIS to offer our advisors best-in-class technology enhanced by a dedicated advisor-facing team of professionals to streamline their alternative investing experience,” said Michael J. Vogelzang, managing director and chief investment officer at CAPTRUST. “Working with CAIS will play a critical role in eliminating the operational burdens typically associated with investing in alternatives and creating a more streamlined and scalable solution for our clients.”. The SaaS offering, CAIS Solutions, is powered by CAIS’ technology and enables independent financial advisors to centralize their fund positions – no matter where they are sourced – through automated processes across the entire alternative investment lifecycle

Captrust Selects Cais To Centralize And Streamline All Alternative Investments

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, announced today that Baird, an international wealth management, asset management, investment banking/capital markets, and private equity firm that manages and oversees more than $430 billion in assets, has expanded their relationship with CAIS to consolidate all their alternative investment products, processes, and data management onto a single platform. “We have a longstanding relationship with CAIS and are thrilled to be expanding our strategic partnership to power our entire alternative investment platform,” said Nic Reisenbichler, Senior Vice President and Manager of Investment Products at Baird. “The collaboration between our Operations team and CAIS to bring funds onto one centralized platform using CAIS’ modern technology for advisors, makes them the ideal partner for us.”. Building on a long track record of success together, Baird’s 1,300+ advisors will now have centralized access to expanded support for structured investments and centralized access to additional Baird alternatives sourced and approved by Baird via CAIS’ SaaS technology, CAIS Solutions. CAIS Solutions streamlines the operational infrastructure associated with investing in alternatives by enabling advisors to centralize their funds – no matter where they are sourced – through automated processes, comprehensive reporting, and end-to-end data integrations

Baird Selects Cais To Centralize All Alternative Investments Onto One Platform

Salameh (who previously served as the chief marketing officer, head of strategic partnerships, and managing director of CAIS IQ) is well-positioned to propel the growth model of the registered investment advisory (RIA).

RFG Advisory Expands Executive Roster: Details

OMAHA, Neb.--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for fiduciary advisors, today announced it has selected CAIS, the leading alternative investment platform for independent financial advisors, to provide Orion’s Wealth Advisory and OCIO clients access to alternative investment funds and products, diversify client portfolios and deepen client relationships. “We’re excited to integrate with CAIS to provide access to alternative investment strategies from leading asset managers,” said Natalie Wolfsen, CEO of Orion. “CAIS is aligned with Orion’s commitment to supporting the independent advisor community, given their industry-leading technology, broad selection of funds, robust online educational platform, deep technology integrations and independent due diligence relationship with Mercer.”. The collaboration between CAIS and Orion will provide access to private equity, private debt, private real estate and hedge funds to Orion’s Wealth Advisory and OCIO clients. Orion plans to expand access to Orion Portfolio Solutions and Orion Advisor Technology clients soon. This comes at a time when advisor demand for alternatives is reaching record levels – a recent CAIS-Mercer survey of more than 250 independent financial advisors found that 85% of respondents are expecting to increase allocations to alternatives by 2025, with 78% saying it helps clients meet goals and objectives

Orion And Cais Join Forces To Expand Alts Access For Advisors

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, announced today that David Canter has joined the firm as a Strategic Advisor to support the company’s ongoing commitment to the RIA community. “We are excited to have David join the CAIS team at a time when independent advisors are adopting CAIS technology as their primary solution to scale alternative investments,” said Matt Brown, CAIS Founder and CEO. “David has been a champion of the RIA community for decades; his deep experience and network will have a meaningful contribution to our mission,” continued Brown. Canter brings more than 20 years of experience serving the independent advisor community, including more than a decade at Fidelity Investments. At Fidelity, Canter led the RIA and Family Office Segments and spearheaded the Practice Management and Consulting practice for Fidelity Institutional. Earlier in his career, David held a senior leadership role at Charles Schwab and currently serves as trustee to Accordant Investments family of mutual funds, a board member of Invest in Others, and a prior board member of the Foundation for Financial Planning

Ria Industry Veteran David Canter Joins Cais As Strategic Advisor

Platform for alternative investments access

CAIS

Platform for alternative investments access

CAIS

Platform for alternative investments access

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