CAIS, an alternative investment platform for independent financial advisers, has announced expanded strategic partnerships with Envestnet, Orion and Vestmark. The expanded technology integrations mark a transformative step toward unifying the world of alternative and traditional investments — enabling advisers across platforms to source, manage and transact both within a single, streamlined managed account experience.
The integrations with Envestnet, Orion and Vestmark will enable streamlined data connectivity and synchronized workflows across platforms, empowering CAIS platform users to:
Manage public and private assets for a more seamless portfolio management experience.
Access alternative investments — from subscription-based to ticker-traded products — all supported by independent due diligence.
Streamline the full investment lifecycle — from discovery and allocation to execution, monitoring and reporting — saving time and effort.
