Add Your Solution

Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Fintech Integration Marketplace / Wealth Management / Portfolio Management

Categories

View All View All
Wealth Management
Payments
Insurance
Other
Banking
Hide

CAIS

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.

Website

https://www.caisgroup.com/

Contacts

info@caisgroup.com

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

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

https://twitter.com/CAISgroup

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

Companies that integrate with CAIS

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

Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
#Portfolio Management #Billing #CRM #Rebalancing #Trading #Portfolio Reporting
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting

No partnership categories yet.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

CAIS

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.