Solution introduction
Built by advisors for advisors
CacheTech avoids the FinTech cliche of being all Tech and no Fin. Our platform was crafted by experienced advisors for advisors. More than just software, you can use CacheTech and its experienced team to handle firm operations, compliance, investment management, trading and more
A comprehensive software solution and a partner in execution with Cachetech
Introducing CAIT your personal AI advisor support
At the core of our solution is CAIT, your personal AI advisor support. Cait enables users to engage with data in a conversational manner, including client information, account balances, transactions, and investment performance. This intuitive AI interface enhances efficiency and allows advisors to focus on building strong client relationships and delivering personalized service.
