CAIS launches new SaaS platform for advisers
Other - OCTOBER 25, 2023

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CAIS launches new SaaS platform for advisers

by Released

CAIS has launched its new SaaS platform, CAIS Solutions, which uses the power of CAIS technology to centralize and streamline alternative investment funds, no matter where advisers or home office representatives source funds.

“CAIS Solutions will reduce the operational burden of executing and managing alternative investments by leveraging CAIS’ pre-trade, trade and post-trade technology,” said Matt Brown, Founder and CEO of CAIS. “Since 2009, we have been at the forefront of empowering independent advisers and leading the charge in making alternative investments accessible and easier,” Brown continued.

Among several features, CAIS Solutions centralizes all alternative investment funds onto one platform, providing a unified and scalable end-to-end solution. This includes funds purchased directly from managers, funds sourced from other platforms and all legacy fund positions.


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