CAIS Launches New SaaS Platform, CAIS Solutions

The new product demonstrates CAIS’ commitment to making the management of alternative investments more accessible.

Published on Oct. 30, 2023
CAIS Launches New SaaS Platform, CAIS Solutions
Financial advisor having a meeting with a client man in the office.
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Fintech company CAIS has launched a new SaaS platform designed to centralize and streamline alternative investment workflows. The company says CAIS Solutions is integrated with all major custodians, reporting providers and fund administrators to provide a comprehensive solution for financial advisors.

CAIS Solutions leverages CAIS’ pre-trade, trade and post-trade technology to reduce the operational burden associated with executing and managing alternative investments, CEO Matt Brown said in a statement. By offering a unified and scalable solution, CAIS Solutions addresses the challenge faced by wealth management firms that rely on multiple vendors with unconnected technologies.

Since CAIS’ establishment in 2009, it says it’s facilitated over $25 billion in transaction volume and supports over 32,000 financial advisors overseeing more than $4 trillion in network assets. The company has offices in New York, Austin, LA and London. 

This article was written by Writer, a generative AI tool, using information from press releases and company blogs provided by our staff. All content was reviewed by a Built In editor and went through a fact-checking process to ensure accuracy. Errors can be reported to our team at [email protected].

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