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CAIS expands relationship with BNY Mellon
Other - DECEMBER 1, 2023

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CAIS expands relationship with BNY Mellon

by Released

CAIS has expanded its relationship with BNY Mellon’s Pershing to introduce the CAIS Alts Experience through BNY Mellon’s Pershing.

The offering provides advisors who use Pershing’s Alternative Investment Solutions through the NetX360®+ custodial platform’s access to more than 300 alternative investment products via CAIS. These products come with no custody or transaction fees for new and existing funds held by Pershing clients.

“As investor and advisor demand for alternatives continues to grow, we are focused on providing the best experience we can for our clients,” said Sareena Dalla Brookshire, chief product officer, BNY Mellon’s Pershing. “This offering from CAIS is designed to help advisors transact at scale in a more cost-effective way, with the potential to positively impact outcomes for their clients.”

This announcement follows the launch of 

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