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CAIS platform volume surpasses USD3.5bn

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CAIS, a platform for independent wealth management, has facilitated over USD3.5 billion in total purchases since its inception.

CAIS made a commitment in Q3 2015 to reimagine its platform along three key themes: client experience, product delivery and partner integrations.
 
There has been an additional USD1 billion in total purchase volume across the CAIS platform since that time.
 
CAIS has aggregated thousands of registered investment advisers, broker-dealers, single and multi-family offices onto its platform who collectively control hundreds of billions in investable assets.
 
In parallel, it has negotiated improved access to a broad menu of in-demand hedge funds, private equity funds, real estate funds and bank sponsored capital markets opportunities.
 
"This significant traction represents only a portion of the evolving market opportunity. CAIS is committed to continuing to transform its platform to provide more efficient access to products previously inaccessible to the independent wealth management channel," says Matt Brown, CAIS founder and CEO.
 
Under the leadership of chief technology officer Fred Kauber, CAIS doubled the size of its technology team. In addition, CAIS has combined its marketing and technology teams.
 
"We are deeply proud of the pace at which we have been able to grow both our team and our platform capabilities over the past year while setting a new standard for the high level of service and seamless customer experience that our clients expect of CAIS," says Kauber.
 
A recent platform enhancement has been the ability to engage with advisers on their platforms of choice through a series of partner integrations.
 
Over the last 12 months, CAIS has launched single sign-on and data exchange capabilities with Envestnet | PMC, Envestnet | Tamarac and Orion Advisor Services that also permit advisers automatic enrolment as a CAIS platform member.
 
"CAIS offers our counsellors streamlined access to alternative investment funds and strategies that can help clients reach their financial goals," says Stephen Stelljes, president of client services at The Colony Group, a Focus Financial partner firm. "The integration of CAIS with other strategic wealth management platforms will make it easier for our counsellors to leverage a diversified suite of alternative strategies for their clients."
 
In October 2016, CAIS completed an integration with the HighTower enterprise portal, enabling HighTower's advisers to access CAIS as easily as they access their employee benefits information. An array of similar enterprise integrations are already in the pipeline for 2017.
 
"The products and research available through CAIS are vital tools that our advisors can use to help clients achieve their financial goals. We look forward to continuing to strengthen our integration with CAIS," says Matthias Kuhlmey, head of enterprise acquisitions for HighTower.

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