Any charges, phrases, services and products on third-party web sites are subject to alter without discover. CAIS emphasizes inclusive culture, professional growth, and variety through applications like “Together @ CAIS” and “CAIS in Common.” The firm is acknowledged as a Excellent Spot to Work by Fortune. Capital Integration Techniques, which additionally operates underneath the name Cais, is situated in Ny, New York. This organization primarily operates in the Custom Computer Programming Companies business / industry inside the Enterprise Providers sector. Capital Integration Techniques is estimated to generate $2.four million in annual revenues, and employs approximately sixteen individuals at this single location.
Digitization, integrations, and unified execution permit corporations to scale alts efficiently—reducing handbook processes and operational friction. CAIS makes alternatives accessible at decrease minimums and introduces diverse asset courses, enabling advisors to increase portfolios beyond conventional allocations. The Fashions Marketplace helps advisor scalability with curated multi‑asset and multi‑manager investment models from prime names like BlackRock, Carlyle, Franklin Templeton, KKR, and more. By Way Of phrases permissions and entry controls inside CAIS Compass and the broader platform, advisors and home workplaces can guarantee consumer suitability and compliance with agency insurance policies. Instruments like CAIS Compass and custom fund offerings enable residence offices and RIAs to tailor solutions to their client base with precision. Headquartered in New York with workplaces in London, Austin, and Red Financial Institution, CAIS operates throughout US and UK markets—particularly supporting UK wealth managers through its London workplace.
Via CAIS Solutions, our software-as-a-service (SaaS) offering, RIAs and unbiased broker-dealers can centralize and scale all their different investment operations in one place. Expand your advisors’ investment choices with merchandise from globally acknowledged asset managers and bank issuers. Your advisors can select from merchandise already provided on our turnkey CAIS Marketplace, leverage CAIS Solutions technology to offer funds you sourced elsewhere, or get our assist building your personal customized fund. The CAIS IQ hub empowers advisors to build data, earn CE credit, and confidently handle consumer inquiries on different investments. The introduction of unified execution workflows for ticker-traded interval funds alongside personal funds simplifies advisor operations.
Mannequin Portfolios And Cais Compass
Through CAIS Market, financial advisors can achieve free, turnkey access to a selection of products available to a spectrum of eligible traders. CAIS integrated ticker-traded interval funds into its platform, allowing unified execution alongside subscription funds. This removes structural hurdles, presents single-click model allocations, and consolidates semi-liquid and private https://www.adprun.net/ options in one interface.
CAIS IQ and CAIS Compass continue to expand—Compass now consists of AI-driven portfolio summaries and adjustable analytics to assess historic impacts of different allocations. CAIS collaborates with major partners—including Focus Financial, Edward Jones, BNY Mellon Pershing, J.P. Morgan Asset Administration, MassMutual, and Franklin Templeton—integrating distribution reach and deepening product access.
The platform has persistently expanded, now serving over 50,000 advisors across 2,000 wealth administration corporations, with clients managing roughly $6–6.5 trillion in consumer property. CAIS additionally reached unicorn status in April 2022, valued at $1.1 billion, supported by buyers such as Apollo International Administration and Eldridge Industries. CAIS is a monetary technology platform providing the impartial wealth channel with entry to alternative investments.
The company is supported by a board, advisory council, and strategic advisors with deep experience in alts and wealth administration. In 2012, CAIS partnered with Mercer to reinforce operational help, research, and due diligence infrastructure. Mercer continues to play an independent evaluate role for funds listed on CAIS, providing advisors with added confidence in product quality.
If you’re employed in the residence office of a broker-dealer, a big RIA aggregator, or a bank and belief company with multiple advisor teams, branches, and places of work, you may recognize the complexity of scaling different investing. CAIS partners with you to make it simpler in your advisors to entry alternate options and for you to monitor their investments. Collaborate with our staff to define the choice investing expertise you want on your network—one that complements your corporation technique, investment philosophy, threat controls, expertise, and operations. Offer your advisors access to the CAIS platform—customized completely for them—to overcome obstacles to entry in alternative investing. The Models Marketplace enables advisors to allocate into pre-made alternative fashions from CAIS, asset managers, or wealth companies, accessible through single-click execution. The CAIS Compass software helps evaluation by projecting historic and forward-looking impacts of together with alternate options in portfolios.
Our industry-leading expertise and the assist of our dedicated team empower you to outline your advisors’ alternative investing experience. Over 50,000 advisors throughout 2,000 corporations have come on board, collectively overseeing between $6 and $6.5 trillion in client assets with entry to the CAIS platform. CAIS Solutions centralizes administration throughout alts, even for investments initiated externally. This facilitates reporting, compliance doc assortment, and unified oversight—which is critical as advisor alts adoption grows. CAIS costs platform and subscription fees, and earns revenue from product placement. While the platform has reduced charges lately, advisors should consider complete cost compared to alternate options.
Newton Fintech Database
Capital Integration Systems LLC (doing business as CAIS) is an American fintech company that provides platform options associated to different investments within the personal markets. Potential users—advisors, RIAs, residence offices, and asset managers—should see CAIS as a compelling partner in navigating various investing complexities and scaling advisor engagement with these asset classes. As the alternative panorama advances, CAIS’s end-to-end platform, sturdy due diligence, and learning-focused infrastructure place it as a frontrunner in fintech-led wealth innovation. Digitized subscription, built-in data flows, doc assortment, and custodian reporting integrations enable a seamless client expertise. Advisors can entry capital integration systems llc bank-backed notes with numerous underlying property, expiration dates, participation charges, and draw back protections, accompanied by full lifecycle platform assist. Give advisors in your network the flexibleness to obtain extensive structured notice training, achieve entry to financial institution issuer offerings, the opportunity to curate bespoke methods, and benefit from full lifecycle support.
- Any charges, terms, products and services on third-party web sites are topic to change without notice.
- CAIS partners with you to make it simpler for your advisors to entry alternate options and for you to monitor their investments.
- Based in 2009 by Matt Brown in Ny City, CAIS began by offering professional-grade hedge fund methods to advisors with lower investment minimums.
- While the platform has reduced charges lately, advisors should consider complete cost in comparability with alternatives.
All funds listed bear due diligence by Mercer, adding a layer of impartial analysis to ensure operational robustness and funding validity. The ability to execute model allocations shortly through a central hub amplifies efficiency, making model integration scalable for advisors. Gain market insights and improve your various investment information by way of articles, videos, and different instructional resources from the CAIS group. The Investing Brokers group have over 15 years of expertise in the online brokerage business and are dedicated to offering dependable information for the entire brokers that we evaluation. Alternative investments carry complicated features, limited liquidity, and elevated risk. CAIS emphasizes education and due diligence, however advisors should still consider consumer suitability and institutional frameworks.