BetaNXT, a provider of wealth management technology solutions with real-time data capabilities, and CAIS, an alternative investment platform for financial advisers, has announced a strategic partnership that connects BetaNXT network firms to CAIS' alternatives capabilities across the full trade lifecycle, improving access to alternatives and streamlining workflows within firms' existing operating models.
Through the partnership, advisers gain more automated workflows across the full alternatives lifecycle, from subscription documents and capital calls through trade processing, confirmations, settlements and position reporting. By combining CAIS' alternatives platform capabilities with BetaNXT's real-time data capabilities, the partnership reduces the operational burden that has historically made alternatives difficult to scale at the firm level.
The partnership deepens BetaNXT's offering while expanding how CAIS provides access to alternatives across one of the wealth
