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CAIS
CAIS is a financial technology platform providing access to alternative investments for wealth management firms and independent advisors.
Email: info@caisgroup.com
Phone: +1 212 994 7400
Web: https://www.caisgroup.com/
products
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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.
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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.