CAIS, an alternative investment platform for independent financial advisers, has announced the launch of CAISey, an AI-powered tool built to redefine how advisers navigate the world of alternative investments. Embedded directly into the CAIS platform, CAISey uses advanced language models and data intelligence to help advisers instantly surface, evaluate and compare investments.
“CAISey is more than a tool; it is a new interface for information across the alternative investment ecosystem,” said Brad Walker, co-president of CAIS. “By fusing data with conversational intelligence, CAISey delivers a new interface for information — empowering advisers to deliver greater impact.”
CAISey builds on CAIS’ leading role in digitizing due diligence and education around alternative investing. Key features of the new solution include:
Instant, conversational discovery: Advisers can ask CAISey questions such as “What are the liquidity terms for these private
