Capital Integration Systems LLC (doing enterprise as CAIS) is an American fintech firm that provides platform solutions related to alternative investments in the private markets. Prospective users—advisors, RIAs, house places of work, and asset managers—should see CAIS as a compelling companion in navigating alternative investing complexities and scaling advisor engagement with these asset lessons. As the choice panorama advances, CAIS’s end-to-end platform, strong due diligence, and learning-focused infrastructure position it as a frontrunner in fintech-led wealth innovation. Digitized subscription, built-in data flows, document collection, and custodian reporting integrations allow a seamless client experience. Advisors can entry bank-backed notes with numerous underlying assets, expiration dates, participation charges, and draw back protections, accompanied by full lifecycle platform help. Give advisors in your network the flexibility to obtain extensive structured observe training, gain entry to bank issuer offerings, the chance to curate bespoke strategies, and reap the advantages of full lifecycle help.
The Alternative Investing Solution On Your Community
- CAIS Solutions centralizes management throughout alts, even for investments initiated externally.
- All funds listed bear due diligence by Mercer, adding a layer of unbiased evaluation to make sure operational robustness and funding validity.
- Alternative investments carry complicated options, restricted liquidity, and elevated danger.
- By Way Of CAIS Solutions, our software-as-a-service (SaaS) providing, RIAs and unbiased broker-dealers can centralize and scale all their various investment operations in a single place.
- Via terms permissions and entry controls inside CAIS Compass and the broader platform, advisors and home workplaces can ensure client suitability and compliance with agency policies.
CAIS supports connectivity with major custodians and reporting methods to streamline reporting, holdings reconciliation, and consumer statements—reducing manual effort post-investment. InvestingBrokers.com is for informational purposes solely and never meant for distribution to, or use by, any person in any nation or jurisdiction the place such distribution or use would be contrary to local law or regulation. We don’t provide funding advice or solicitation of any sort to buy or promote any funding merchandise. We present broker reviews and ratings to assist users find a appropriate broker in accordance with their own needs. Nonetheless, you should do your individual due diligence and make your personal decisions when choosing a dealer. This compensation should not be seen as an endorsement or recommendation, nor shall it bias our dealer reviews.
Custodian Reporting And Integration
The firm is supported by a board, advisory council, and strategic advisors with deep expertise in alts and wealth administration. In 2012, CAIS partnered with Mercer to reinforce operational assist, research, and due diligence infrastructure. Mercer continues to play an impartial evaluate function for funds listed on CAIS, providing advisors with added confidence in product high quality.
Our industry-leading technology and the help of our dedicated staff empower you to outline your advisors’ various investing experience. Over 50,000 advisors throughout 2,000 corporations have come on board, collectively overseeing between $6 and $6.5 trillion in shopper assets with access to the CAIS platform. CAIS Solutions centralizes administration across alts, even for investments initiated externally. This facilitates reporting, compliance doc assortment, and unified oversight—which is crucial as advisor alts adoption grows. CAIS expenses capital integration systems llc platform and subscription charges, and earns revenue from product placement. Whereas the platform has lowered fees lately, advisors should consider total value in comparability with alternate options.
By Way Of CAIS Market, monetary advisors can acquire free, turnkey access to a selection of products obtainable to a spectrum of eligible buyers. CAIS built-in ticker-traded interval funds into its platform, permitting unified execution alongside subscription funds. This removes structural hurdles, provides single-click mannequin allocations, and consolidates semi-liquid and personal options in a single interface.
Digitization, integrations, and unified execution allow companies to scale alts efficiently—reducing handbook processes and operational friction. CAIS makes alternatives accessible at decrease minimums and introduces diverse asset lessons, enabling advisors to expand portfolios past conventional allocations. The Fashions Marketplace helps advisor scalability with curated multi‑asset and multi‑manager funding fashions from top names like BlackRock, Carlyle, Franklin Templeton, KKR, and extra. By Way Of terms permissions and entry controls within CAIS Compass and the broader platform, advisors and residential places of work can guarantee consumer suitability and compliance with agency policies. Instruments like CAIS Compass and customized fund choices enable home offices and RIAs to tailor solutions to their client base with precision. Headquartered in Big Apple with places of work in London, Austin, and Purple Financial Institution, CAIS operates throughout US and UK markets—particularly supporting UK wealth managers via its London office.
CAIS (Capital Integration Systems LLC) is a outstanding fintech platform that has redefined access to various investments for impartial monetary advisors. Based in 2009 by Matt Brown in Ny City, CAIS began by offering professional-grade hedge fund strategies to advisors with lower funding minimums. Over time, it has developed into a full-scale market and tech platform for private equity, hedge funds, structured notes, model portfolios, and more. This evaluate takes an in-depth have a glance at its choices, technology, academic support, integrations, management, current developments, and trade influence. Capital Integration Techniques LLC, also referred to as CAIS, a financial expertise company, offers an independent and alternative investment platform to the global personal banking and wealth management industries. The company’s Web-based interface provides advisors a menu of individual funds, technique data, impartial due diligence stories, and a schedule of supervisor road-shows and academic occasions.
Any rates, terms, products and services on third-party websites are subject to alter without discover. CAIS emphasizes inclusive culture, professional development, and diversity through packages https://www.adprun.net/ like “Together @ CAIS” and “CAIS in Frequent.” The firm is acknowledged as a Great Place to Work by Fortune. Capital Integration Techniques, which additionally operates underneath the name Cais, is positioned in Ny, Big Apple. This organization primarily operates within the Customized Computer Programming Services enterprise / trade within the Business Services sector. Capital Integration Methods is estimated to generate $2.4 million in annual revenues, and employs roughly 16 individuals at this single location.
CAIS IQ and CAIS Compass proceed to expand—Compass now consists of AI-driven portfolio summaries and adjustable analytics to assess historic impacts of alternative allocations. CAIS collaborates with main partners—including Focus Monetary, Edward Jones, BNY Mellon Pershing, J.P. Morgan Asset Management, MassMutual, and Franklin Templeton—integrating distribution attain and deepening product entry.
If you work in the house office of a broker-dealer, a large RIA aggregator, or a bank and belief firm with multiple advisor teams, branches, and offices, you could recognize the complexity of scaling different investing. CAIS companions with you to make it easier in your advisors to access options and for you to monitor their investments. Collaborate with our group to define the choice investing experience you want for your network—one that enhances your corporation strategy, funding philosophy, threat controls, know-how, and operations. Offer your advisors access to the CAIS platform—customized completely for them—to overcome obstacles to entry in various investing. The Fashions Marketplace enables advisors to allocate into pre-made alternative fashions from CAIS, asset managers, or wealth corporations, accessible via single-click execution. The CAIS Compass device supports analysis by projecting historic and forward-looking impacts of including alternate options in portfolios.
It serves registered investment advisors, broker-dealers, private banks, and different financial intermediaries. CAIS has developed from a hedge fund entry provider to a full-scale platform ecosystem for various investments. Via CAIS Market, structured options, SaaS instruments, model portfolios, and academic programs, it offers a differentiated and scalable value proposition. The platform’s integration of ticker-traded interval funds and growth of model portfolios signal a dedication to meeting evolving advisor needs.
