CAIS is a turnkey alternative investment and structured note platform connecting independent financial advisors with leading asset managers, offering both a public marketplace and a customizable SaaS solution for scaling alternative investment distribution and operations
Core product
Turnkey marketplace for advisors and SaaS distribution platform for RIAs/broker-dealers: alternative investments, structured notes, digitized subscriptions, KYC/AML, reporting
Functional categories (vendor-stated)
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