CAIS - INSART

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CAIS

Analytics, Portfolio Management, Portfolio Reporting

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About

CAIS is a leading financial product platform offering wealth managers access to a diversified menu of funds and products.We provide streamlined execution to an expanding list of alternative investments, capital markets syndicate offerings, structured solutions and real assets. Our platform delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer.CAIS Capital LLC is a registered broker-dealer, member FINRA, SIPC.

Contacts

https://www.caisgroup.com/

info@caisgroup.com

https://www.facebook.com/CAISGroup/

https://www.linkedin.com/company/cais/

https://twitter.com/CAISgroup

Products / Services

Hedge Funds
Private Equity & Credit Funds
Real Estate Funds
Structured Solutions
IPO and Pre-IPO Offerings

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

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