NEW YORK–(Business WIRE)–CAIS, the main alternative investment decision platform for impartial financial advisors, today declared its assortment by Advisor Group to deliver a system solution for improved different expense accessibility, training and transaction workflow. Advisor Team is the nation’s major community of unbiased wealth management companies with about 10,100 monetary advisors overseeing far more than $515 billion in client belongings.
“We were being seeking for a trusted prolonged-term lover and what attracted us to CAIS was their flexibility to personalize the platform’s products menu, simplify the transaction procedure, and integrate our prosperity management ecosystem to support resolve the needs of all varieties of shoppers, from large-web-well worth to mass-affluent,” stated Shannon Larson, SVP, System Administration and Item Growth at Advisor Team.
Via the CAIS system, Advisor Group’s economical pros will achieve access to a curated menu of choice investment decision products and solutions, which include hedge funds, non-public fairness, serious estate, and private credit history. All cash will go through Mercer’s third-celebration unbiased owing diligence, giving Advisor Group’s Household Business office and monetary advisors more self esteem on the cash they pick out for their clients.
“We are delighted to be Advisor Group’s option for choice investment entry and instruction,” claimed Matt Brown, Founder and CEO at CAIS. “Our platform’s ability to combine with Advisor Group’s 3rd-get together custodians, reporting providers and other suppliers makes sure an simple and seamless workflow.”
CAIS’ platform seamlessly integrates with Advisor Group’s ecosystem, which includes the primary custodians and reporting suppliers. This integration automates and streamlines the reporting and doc workflow course of action, enabling money professionals to search, study, transact, and operate in a connected ecosystem.
Advisor Group’s economical gurus will additional gain from access to CAIS IQ, a personalized understanding system for mastering substitute investments. CAIS IQ will enable Advisor Group’s residence business with monitoring and supervising financial advisors’ discovering development on fund-specific classes presented through the CAIS platform in addition to foundational and asset class-themed programs offered for CE credits.
“CAIS and Advisor Group share a commitment to lead with mastering. CAIS IQ’s custom-made, interactive programs will offer advisors with the information to enable them allocate to choice investments confidently even though assembly our firm’s compliance necessity,” stated Larson.
This partnership announcement follows the firm securing about $325 million in progress money from Apollo, Motive Associates, Franklin Templeton, Reverence Money Associates, and Stone Point Ventures which values the Business at additional than $1.1 billion.
About Advisor Team
Advisor Team, Inc. is the nation’s premier community of impartial wealth management firms, serving approximately 10,100 fiscal advisors and overseeing over $515 billion in shopper assets. The business is mission-driven to guidance the strategic function that advisors can play in the lives of their customers. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring benefit of fiscal advisors and is committed to remaining in their corner each and every phase of the way. For much more info check out https://www.advisorgroup.com.
Securities and expense advisory companies are supplied as a result of the firms: FSC Securities Company, Royal Alliance Associates, Inc., SagePoint Monetary, Inc., Triad Advisors, LLC, and Woodbury Financial Companies, Inc., broker-dealers, registered investment advisers, and users of FINRA and SIPC. Securities are presented by way of Securities America, Inc., a broker-seller and member of FINRA and SIPC. Advisory companies are offered as a result of Arbor Place Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities The united states Advisors, Inc., and Triad Hybrid Alternatives, LLC, registered expenditure advisers. Advisory systems presented by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., and Woodbury Fiscal Expert services, Inc., are sponsored by Eyesight2020 Wealth Management Corp., an affiliated registered financial investment adviser. Advisor Team, Inc. is an affiliate of these companies. 20 E. Thomas Rd., Ste. 2000, Phoenix, AZ, 85012. 866.481.0379.
CAIS is the foremost alternate investment platform for economic advisors who find improved access to and training about different investment resources and products. CAIS offers monetary advisors with a broad assortment of alternative expense methods, which includes hedge cash, non-public fairness, non-public credit rating, actual estate, electronic assets, and structured notes, enabling them to capitalize on alternatives and/or face up to ever-altering markets. In addition, CAIS provides an industry-primary mastering procedure, CAIS IQ, that aids advisors find out speedier, bear in mind lengthier and enhance customer results.
All funds outlined on CAIS go through Mercer’s unbiased thanks diligence and ongoing monitoring. Mercer diligence stories and fund ratings are readily available to advisors on the CAIS password-secured platform. CAIS streamlines the close-to-conclude transaction course of action as a result of electronic subscriptions and built-in reporting with Fidelity, Schwab and Pershing, producing investing in alternate options straightforward.
Started in 2009, CAIS, a fintech chief, is empowers more than 5,300+ exceptional advisor firms/teams who oversee much more than $2.5T+ in community belongings. Because inception, CAIS has facilitated above $17B+ in transaction quantity. CAIS is the very first actually open up market in which economical advisors and asset supervisors engage and transact directly on a large scale. CAIS has offices in New York, Los Angeles, Austin, and San Francisco.
For additional data about CAIS, please visit www.caisgroup.com