CAIS, the leading alternative investment platform, today announced an integration with Orion Advisor Solutions, architect of the tech-enabled fiduciary process that empowers the advisor-client journey by enabling advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience. This new partnership marks CAIS’ first automated data and reporting integration with an advisor-tech firm, providing advisors with a more robust view of their alternative investments.
Read More: Danske Bank Lays off 257 Employees Under Announced Cost Reduction Plan
By pairing CAIS’ alternative investment platform with the data points housed within Orion Connect, advisors can now:
- Provide a broader selection of alternative investment strategies that seek to capitalize on new opportunities and withstand ever-changing markets
- Receive faster, more enriched data into the Orion platform, eliminating many of the operational headaches associated with manual data management processes
- Seamlessly view the complexity of their clients’ alternative investments all within Orion’s platform
- Access CAIS IQ, an industry-leading learning system that helps advisors learn faster, remember longer, and improve client outcomes
This integration will help independent and breakaway advisors as they seek a broader range of investment options to meet their clients’ unique financial goals.
“CAIS has been a champion of the independent advisor community bringing improved access and education to alternative investments,” said Trent Mumma, Chief Product Officer at Orion. “As demand grows for access to non-correlated assets, our integration with CAIS will play an important role in helping advisors meet the long-term financial goals of investors.”
Read More: Smart Engines Has Launched Document Liveness Detection For Id Documents Scanning
Connecting the Wealth Management Ecosystem
CAIS recently accomplished an important milestone in its strategic plan to connect the wealth management ecosystem. The first phase of the strategy, which included the integration of the top three custodians, Fidelity, Schwab, and BNY Mellon’s Pershing, is complete and allows CAIS to empower over 15,000 advisors, who oversee $6.4T, to seamlessly browse, research, transact, and operate in a fully connected ecosystem.
Their latest integration with Orion marks the beginning of the second strategic phase by connecting the ecosystem with premier advisor tech to continue empowering independent financial advisors everywhere.
Both custodial and advisor-tech clients have full access to Mercer’s investment and operational due diligence and the peace of mind that all funds available to the CAIS network are institutionally rated by Mercer. The CAIS platform acts as a single point of operational support for all products made available through CAIS, further centralizing the operational experience for all joint clients.
“All ecosystem integration partners share a commitment to optimizing the client experience to be simpler and more efficient for financial advisors,” said Matt Brown, Founder and CEO of CAIS. “Through our integration with the leading custodians and now Orion, CAIS will further unlock the potential of our best-in-class alternative investment platform, empowering independent financial advisors to be more competitive and further improve client outcomes.”
Read More: Pzu Is First Polish Insurer To Use Tractable’s Ai To Analyse Auto Damage
