Alternative Investing Solution for Independent Wealth

CFOs and treasurers are uniquely positioned to advocate for systems that offer smoother data flows and actionable insights, enabling them to optimize working capital. As organizations continue to embrace digital transformation, the finance function is at the forefront of battling integration challenges as firms lean on their CFOs and treasury teams to drive innovation and growth. With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers. Explore a customized alternative investment and structured note platform that can meet your unique needs. Organizations looking to grow need to unlock operational data within the business and establish a single source of truth. Otherwise, a vacuum may develop at the center as various executives turn to siloed data streams and information flows, as well as disparate and fragmented digital systems and software platforms.

• Embedded payment and compliance platforms are another critical component of integration.
• Explore a customized alternative investment and structured note platform that can meet your unique needs.
• For asset managers, CAIS can help build their distribution network, capture new business, and cultivate relationships with independent financial advisors.
• For independent financial advisors, CAIS provides access, education, and operational efficiency they can use to transact at scale and capture more wallet share.
• With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Customized Experiences

• Operational silos are the bane of efficiency, yet they persist in organizations of all sizes.
• By investing in these upgrades, CFOs can create a solid foundation for further integration efforts.
• Through CAIS Marketplace, financial advisors can gain free, turnkey access to a variety of products available to a spectrum of eligible investors.
• Ultimately, today’s finance leaders are not only managing balance sheets but are also designing the connective tissue that enables an enterprise to operate cohesively.
• CAIS streamlines the end-to-end transaction process through digitized subscriptions and integrated reporting with major custodians and reporting providers, simplifying investing in alternatives and structured notes.
• With data and benchmarks that track back more than 40 years, Preqin Pro is the most trusted data provider in the industry.

For independent financial advisors, CAIS provides access, education, and operational efficiency they can use to transact at scale and capture more wallet share. For asset managers, CAIS can help build their distribution network, capture new business, and cultivate relationships with independent financial advisors. Our ideas resonated, and thousands of financial advisors who control trillions of end client capital joined our platform for improved access and efficiency to alternative investments and structured notes. If you work in the home office of a broker-dealer, a large RIA aggregator, or a bank and trust company with multiple advisor teams, branches, and offices, you may recognize the complexity of scaling alternative investing.

The company has issued securities pursuant to exemption provided under Regulation D. The transaction was raised at post money valuation of more than $1,000,000,000. PYMNTS Intelligence has found that treasurers with high levels of influence are far more likely to report that their companies have predictable cash flows, expect revenue to increase and are agile in responding to shifting marking conditions. Ultimately, today’s finance leaders are not only managing balance sheets but are also designing the connective tissue that enables an enterprise to operate cohesively. Innovation isn’t just about new products or technologies; it’s about challenging old ways of thinking and improving every part of the business. With data and benchmarks that track back more than 40 years, Preqin Pro is the most trusted data provider in the industry.

CAIS streamlines the end-to-end transaction process through digitized subscriptions and integrated reporting with major custodians and reporting providers, simplifying investing in alternatives and structured notes. Alternative asset managers and bank issuers too have recognized that the fragmented financial advisor community, while challenging for many to navigate, represents an untapped opportunity to grow and diversify their investor base. Operational silos are the bane of efficiency, yet they persist in organizations of all sizes. These silos often arise from a combination of legacy systems, fragmented workflows and resistance to change.

A new era of access is underway—we’ve combined world-class technology with an industry-leading client experience to deliver alternative investments and structured notes more efficiently than ever before. Our platform connects independent financial advisors with leading alternative asset managers, empowering them to engage and transact on a massive scale. CAIS brings together experienced leaders from the alternative investment industry and the independent wealth management community to create a better way for independent financial advisors to access and transact in alternative investments.

Investment Banking Analyst jobs

Capital Integration Systems LLC (doing business as CAIS) is an American fintech company that provides platform solutions related to alternative investments in the private markets. Give advisors in your network the flexibility to receive extensive structured note education, gain access to bank issuer offerings, the opportunity to curate bespoke strategies, and take advantage of full lifecycle support. These systems serve as the backbone of enterprise operations, managing everything from supply chain logistics to payroll. However, many legacy ERPs were designed for a pre-digital era, making them ill-suited to today’s needs for interoperability and scalability.

Hedge Funds Managed

CAIS partners with you to make it easier for your advisors to access alternatives and for you to monitor their investments. Collaborate with our team to define the alternative investing experience you desire for your network—one that complements your business strategy, investment philosophy, risk controls, technology, and operations. Offer your advisors access to the CAIS platform—customized exclusively for them—to overcome barriers to entry in alternative investing. Financial advisors and larger independent wealth management firms can leverage the features of either our turnkey CAIS Marketplace or our customizable SaaS technology, CAIS Solutions, throughout the pre-trade, trade, and post-trade experience.

CEO – Entrepreneur – Investor – Advisor

Finance teams face several challenges in breaking them down, ranging from legacy systems to data discrepancies and cultural resistance. Gain market insights and improve your alternative investment knowledge through articles, videos, and other educational resources from the CAIS team. Capital Integration Systems LLC announced that it has received $225,000,000 in its first tranche of a round of funding led by new investor Apollo Global Management, Inc. and Motive Capital Management, LLC on January 11, 2022.

Senior Vice President, Staff Engineer at CAIS

Expand your advisors’ investment options with products from globally recognized asset managers and bank issuers. Your advisors can select from products already offered on our turnkey CAIS Marketplace, leverage CAIS Solutions technology to offer funds you sourced elsewhere, or get our help building your own custom fund. Our mission is to democratize access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers.

We believe financial advisors should have the ability to access alternative investment products. Finance is often the nexus of disparate business functions, providing a unique vantage point for identifying inefficiencies and potential synergies. From procurement and sales to logistics and compliance, most processes eventually tie back to the finance team. This centrality gives CFOs and treasurers the authority — and often the mandate — to drive capital integration systems enterprise-wide integration efforts. Through CAIS Solutions, our software-as-a-service (SaaS) offering, RIAs and independent broker-dealers can centralize and scale all their alternative investment operations in one place.

Modern ERP systems offer advanced features like API-driven integrations and cloud-based architectures, enabling connectivity with other platforms. By investing in these upgrades, CFOs can create a solid foundation for further integration efforts. At the same time, as the scope of finance evolves to encompass strategic decision-making, data-driven insights and risk management, the need for real-time visibility across the organization becomes paramount.