CAIS has unveiled a series of new trade capabilities that will be made available to the more than 2,000 wealth management firms that utilize the CAIS alts operating platform.
The new solution, which features a more intuitive and flexible investment experience, was designed to simplify the alternative investment lifecycle for financial advisers.
“We are thrilled to unveil our new trade capabilities, designed with advisers at the core. Every feature has been thoughtfully crafted to simplify, scale, and streamline the alternative investment experience, empowering advisers to better serve their clients,” said Chris Zuczek, chief product officer at CAIS. “This next generation of features streamline the process, allowing advisers to manage multi-investment workflows and allocate to alternatives with fewer steps and greater efficiency.”
Key features of the new trade experience include:
Streamlined, guided transaction workflow: Advisors gain access
