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Latest News  + Alternative Assets  + Financial Advisory  | 
CAIS Unveils Alts Management Platform for Advisors

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.

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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