CAIS Integrates with Other TAMPs, Managed Account PlatformsCAIS Integrates with Other TAMPs, Managed Account Platforms
The capability to integrate with other systems will let advisors manage publicly traded and private investments together.
Alternative investment platform CAIS announced a new capability to let advisors integrate and manage alternative investments within third-party turnkey asset management platforms (TAMPs) and managed account platforms. The tech is intended to let advisors manage traditional and alternative investments directly within the same platform.
“For 15 years, CAIS has been the pioneer in developing technology and services that simplify all aspects of alternative investments for financial advisors,” CAIS Founder and CEO Matt Brown said in a statement. “Now, we’re empowering TAMPs and managed account platforms with a robust alternative investment capability enabling them to service their clients more holistically.”
TAMPs and managed account platforms that integrate with CAIS will be able to tap into CAIS’ pre-trade, trade, and post-trade technology capabilities to manage the full lifecycle of subscription-based and ticker-traded alternative investment funds and products. Additionally, CAIS said the platform design will allow for customizable user experiences, depending on the advisors’ needs.
The move comes just a few months after CAIS launched CAIS Advisors, an RIA division created to assist financial advisors with streamlining portfolio construction.
CAIS also rolled out more multi-manager registered investment portfolios, which provide users with access to diversified asset allocation vehicles with products ranging from private equity, private debt and real assets to hedge funds and thematic investments. Earlier in 2024, for example, CAIS added several funds from alternative asset giant Blackstone to its marketplace.
The new initiatives come alongside the firm's launch of Compass, a portfolio construction tool for creating and analyzing asset allocation in alternative investments.
In 2023, CAIS, launched its software-as-a-service platform, CAIS Solutions, which lets advisors manage alternative investments in one spot, including those sourced through CAIS’s marketplace, but also ones purchased directly from managers or sourced on other alts platforms.
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