CAIS, an alternative investment platform for independent financial advisers, has announced a new integration with Anthropic’s Claude that brings alternative investment intelligence directly into the tools advisers already use. By launching as a model context protocol (MCP) server, CAIS enables advisers to query fund data, analyze performance and surface portfolio insights — all without leaving their primary workspace. The result is faster, more efficient investment decisions, and a more holistic view of client portfolios, with no disruption to existing workflows.
“AI is foundational to everything we are building at CAIS for the adviser and asset manager communities,” said Kan Kotecha, chief technology officer at CAIS. “Our integration with Claude marks an important step in continuing our mission of empowering advisers to use CAIS as their one platform solution. This integration reduces friction between insight and action, giving advisers streamlined access to fund d
