Any charges, phrases, products and services on third-party web sites are topic to vary with out notice. CAIS emphasizes inclusive culture, skilled improvement, and diversity by way of programs like “Together @ CAIS” and “CAIS in Common.” The company is acknowledged as a Excellent Spot to Work by Fortune. Capital Integration Systems, which additionally operates beneath the name Cais, is positioned in Big Apple, New York. This group primarily operates in the Customized Laptop Programming Services enterprise / industry within the Business Services sector. Capital Integration Techniques is estimated to generate $2.four million in annual revenues, and employs roughly 16 individuals at this single location.
Our Company
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, analysis, and due diligence infrastructure. Mercer continues to play an unbiased review function for funds listed on CAIS, offering advisors with added confidence in product quality https://www.adprun.net/.
Vi Latest Platform Enhancements
CAIS IQ and CAIS Compass proceed to expand—Compass now consists of AI-driven portfolio summaries and adjustable analytics to evaluate historical impacts of other allocations. CAIS collaborates with main partners—including Focus Financial, Edward Jones, BNY Mellon Pershing, J.P. Morgan Asset Management, MassMutual, and Franklin Templeton—integrating distribution attain and deepening product entry.
- Through CAIS Marketplace, structured solutions, SaaS tools, mannequin portfolios, and educational packages, it provides a differentiated and scalable value proposition.
- Increase your advisors’ funding options with merchandise from globally acknowledged asset managers and financial institution issuers.
- Prospective users—advisors, RIAs, residence places of work, and asset managers—should see CAIS as a compelling partner in navigating alternative investing complexities and scaling advisor engagement with these asset courses.
- CAIS expenses platform and subscription fees, and earns income from product placement.
- Provide your advisors access to the CAIS platform—customized exclusively for them—to overcome limitations to entry in various investing.
Via CAIS Solutions, our software-as-a-service (SaaS) providing, RIAs and independent broker-dealers can centralize and scale all their alternative funding operations in one place. Broaden your advisors’ funding options with merchandise from globally acknowledged asset managers and financial institution issuers. Your advisors can choose from products already provided on our turnkey CAIS Marketplace, leverage CAIS Options technology to offer funds you sourced elsewhere, or get our help constructing your individual custom fund. The CAIS IQ hub empowers advisors to construct data, earn CE credits, and confidently address consumer inquiries on alternative investments. The introduction of unified execution workflows for ticker-traded interval funds alongside private funds simplifies advisor operations.
All funds listed undergo due diligence by Mercer, adding a layer of impartial evaluation to make sure operational robustness and investment validity. The capacity to execute model allocations rapidly by way of a central hub amplifies efficiency, making mannequin integration scalable for advisors. Achieve market insights and improve your different investment information by way of articles, videos, and different academic sources from the CAIS group. The Investing Brokers team have over 15 years of expertise in the online brokerage trade and are committed to offering reliable info for the entire brokers that we evaluation. Various investments carry advanced features, restricted liquidity, and elevated threat. CAIS emphasizes education and due diligence, however advisors should still evaluate consumer suitability and institutional frameworks.
The platform has constantly expanded, now serving over 50,000 advisors throughout 2,000 wealth management corporations, with clients managing roughly $6–6.5 trillion in client assets. CAIS additionally reached unicorn status in April 2022, valued at $1.1 billion, supported by buyers corresponding to Apollo World Management and Eldridge Industries. CAIS is a monetary know-how platform offering the impartial wealth channel with entry to various investments.
Digitization, integrations, and unified execution permit corporations to scale alts efficiently—reducing handbook processes and operational friction. CAIS makes options accessible at decrease minimums and introduces numerous asset lessons, enabling advisors to increase portfolios past traditional allocations. The Models Marketplace helps advisor scalability with curated multi‑asset and multi‑manager funding models from prime names like BlackRock, Carlyle, Franklin Templeton, KKR, and more. Via terms permissions and access controls inside CAIS Compass and the broader platform, advisors and residential offices can guarantee shopper suitability and compliance with agency insurance policies. Tools like CAIS Compass and customized fund choices enable house workplaces and RIAs to tailor solutions to their consumer base with precision. Headquartered in Big Apple capital integration systems llc with workplaces in London, Austin, and Red Financial Institution, CAIS operates across US and UK markets—particularly supporting UK wealth managers through its London office.
Our industry-leading technology and the support of our devoted staff empower you to outline your advisors’ alternative investing expertise. Over 50,000 advisors throughout 2,000 firms have come on board, collectively overseeing between $6 and $6.5 trillion in shopper property with access to the CAIS platform. CAIS Solutions centralizes management throughout alts, even for investments initiated externally. This facilitates reporting, compliance document collection, and unified oversight—which is critical as advisor alts adoption grows. CAIS expenses platform and subscription charges, and earns revenue from product placement. Whereas the platform has reduced fees in current years, advisors ought to evaluate complete price in comparability with options.
Cais Evaluation
CAIS (Capital Integration Methods LLC) is a outstanding fintech platform that has redefined access to different investments for impartial financial advisors. Founded in 2009 by Matt Brown in Ny City, CAIS began by offering professional-grade hedge fund methods to advisors with lower funding minimums. Over time, it has advanced into a full-scale market and tech platform for personal equity, hedge funds, structured notes, model portfolios, and extra. This evaluation takes an in-depth look at its offerings, expertise, academic help, integrations, management, recent developments, and trade impression. Capital Integration Systems LLC, also recognized as CAIS, a financial know-how firm, provides an unbiased and alternative investment platform to the global personal banking and wealth administration industries. The firm’s Web-based interface offers advisors a menu of particular person funds, technique data, unbiased due diligence reports, and a schedule of manager road-shows and educational events.
Capital Integration Methods LLC (doing enterprise as CAIS) is an American fintech company that provides platform solutions associated to different investments within the personal markets. Potential users—advisors, RIAs, house workplaces, and asset managers—should see CAIS as a compelling associate in navigating alternative investing complexities and scaling advisor engagement with these asset lessons. As the alternative landscape 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, integrated information flows, doc collection, and custodian reporting integrations allow a seamless consumer experience. Advisors can entry bank-backed notes with numerous underlying belongings, expiration dates, participation rates, and draw back protections, accompanied by full lifecycle platform help. Give advisors in your network the flexibleness to obtain in depth structured observe education, acquire entry to bank issuer offerings, the opportunity to curate bespoke methods, and take benefit of full lifecycle assist.
