RedBlack, a leading provider of wealth technology and outsourced adviser services, has announced an integration with CAIS, the leading alternative investment platform for independent financial advisers, that unifies alternatives trading and portfolio management into a single, streamlined workflow. The integration enables advisers to access, allocate and manage alternative investments directly from RedBlack’s platform, removing operational friction and creating a more efficient path to incorporating alternatives into client portfolios.
Through the integration, fund availability and monitoring processing of the placement occurs natively inside RedBlack, enabling straight-through processing with real-time status visibility. The platform automatically preserves allocation targets and available cash, ensuring portfolios remain aligned with their intended strategy while eliminating a major operational barrier for firms looking to scale their alternatives business.
RedBlack
