
CAIS Unveils Alts Management Platform for Advisors
CAIS, an alternative investment platform for independent financial advisors, has introduced its new software-as-a-service (SaaS) platform, CAIS Solutions, which enables advisors to effectively manage alternative investment funds regardless of where they source funds.
CAIS Solutions centralizes all alternative investment funds onto one platform, including funds purchased directly from managers, funds sourced from other platforms and all legacy fund positions.
“CAIS Solutions will reduce the operational burden of executing and managing alternative investments by leveraging CAIS’ pre-trade, trade, and post-trade technology,” said Matt Brown, founder and CEO of CAIS.
CAIS Solutions offers two technology products: CAIS Trade, which streamlines the alternative investment subscription process, and CAIS Post-Trade, which scales the operational management of a firm’s data and document requirements.
The SaaS platform was unveiled at the 2023 CAIS Alternative Investment Summit in Los Angeles last week and follows CAIS’ September announcement that 12 alternative asset managers have launched or expanded wealth-centric strategies on the CAIS platform.


