With CAIS Solutions, our software-as-a-service (SaaS) platform designed to fit the complex operational needs of the independent financial advisor, you can centralize and scale all your alternative investment strategies in one place—no matter where you find them.

Aim to lessen your operational burdens

All your alts funds
It doesn’t matter if you found them off the CAIS Marketplace. You can now bring all your alternative investment products together on one, centralized platform.

Save time on each trade
Features like digital sub docs, smart AML/KYC, and CAIS DocuSign can help you transact more easily for each fund you bring on our platform.

Quick access to data and docs
Consolidate your firm’s alternative investment data and documents for clearer visibility across your portfolios.​

Enhance your day-to-day workflows
Take advantage of our technology integrations with all major custodians and reporting providers that help you speed up and simplify your trading and reporting processes.