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CAIS launches multi-issuer structured notes solution for advisors

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CAIS has selected JP Morgan, Morgan Stanley, RBC, and BNP Paribas to join its new open-architecture structured notes platform. 

This roster of top-rated banks offers CAIS members a diversified, multi-issuer menu of structured solutions.

"As our product menu expands, we continue to advance our mission to deliver advisors a true competitive advantage in a single easy-to-use platform," says Matthew Brown, CAIS Co-Founder and CEO. "With the addition of the open architecture structured notes solution, we are improving pricing and execution efficiency as well as overall product education for advisors."

The CAIS platform reduces barriers to entry for independent firms looking to access and execute on products. Through the seamless technology CAIS has developed around structured products, wealth advisors can easily build customised notes and access calendar offerings and performance tracking, as well as place orders.

"By joining the CAIS platform, we are confident that we will be providing efficient access to our offerings to a broad and growing network of advisors who understand structured products and the benefits to deploying them in their clients' portfolios," said Larry Wilson, Head of Structured Investments Distributor Marketing at JP Morgan.

The CAIS approach to structured notes mirrors the open architecture model of its funds menu. As an independent platform, CAIS gives clients access to a selection of banks and products providing credit diversification and institutional pricing. Having multiple product providers on the same platform helps wealth managers to find suitable products at a competitive price.

The CAIS platform democratises access to a wide range of alternative investments including, in addition to structured solutions, hedge funds, private equity funds, '40 Act mutual funds, equity and debt syndicate solutions and precious metals.

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