CAIS, a financial technology platform connecting financial advisors with alternative investments, is partnering with Private Client Resources (PCR) to streamline the delivery of analytics-ready data for independent financial advisors and fund managers.
“The CAIS Platform is constantly seeking solutions to improve access and usage of alternative investments for independent advisors,” says CAIS President Tim Shannon. “We are pleased with PCR’s ability to automate previously challenging reporting processes for advisors and managers. PCR has normalised over 8,000 of our advisor end-client accounts to make this alternative investment data useable in the adviser’s reporting, analytics, or accounting software.”
PCR’s integration partnership with CAIS will deliver the reporting-ready data, tailored to advisors’ preferences to populate internal client reporting systems, third-party reporting platforms, and major custodians.
“Our focus on alternative investment data aggregation delivered directly to industry reporting platforms fits perfectly with CAIS’s goal of being the go-to platform for the independent advisor community,” says Bob Miller, CEO of PCR. “Combining PCR’s capabilities with CAIS’s robust technology transforms a highly fragmented process into a seamless workflow that is unique in the marketplace.”
“Embracing cutting-edge operational capabilities from industry leaders like PCR allows CAIS to focus our technology resources on revenue-generating solutions such as advisor engagement, product education, and efficient fund distribution,” says Shannon.
