Fintech Integration Marketplace

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

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.

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.
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.

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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.