CAIS

CAIS is a financial technology platform providing access to alternative investments for wealth management firms and independent advisors.

Is this your company?

Email: info@caisgroup.com

Phone: +1 212 994 7400

Web: https://www.caisgroup.com/

products

• CAIS IQ
  Platform for processing and analyzing alternative investment data for wealth managers and fund allocators. Includes due diligence materials, performance metrics, and allocation tools. Features educational resources and workflow management for alternative investment selection.
  
• CAIS Platform
  Provides access to a curated menu of alternative investments with lower investment minimums, simplified paperwork, and integrated reporting. Includes CAIS IQ, an AI-powered learning system to help advisors understand alternative investments.