Tag : CAIS

CAIS Welcomes Avenue Capital Group to SALT NY Alternative Investments Track
Investments News

CAIS Welcomes Avenue Capital Group to SALT NY Alternative Investments Track

Fintech News Desk
by Fintech News Desk0
CAIS Platform manager Avenue Capital Group to provide insights during CAIS’ exclusive alts track at SALT NY CAIS, the leading alternative investment platform, announced that Avenue Capital Group (“Avenue”) will be participating in the CAIS Alternative Investments Track at SALT NY. Avenue is a global alternative investment manager with more than $11.6 billion......
CAIS Welcomes Angelo Gordon to SALT NY Alternative Investments Track
Finance Investments News

CAIS Welcomes Angelo Gordon to SALT NY Alternative Investments Track

Fintech News Desk
by Fintech News Desk0
CAIS Platform manager Angelo Gordon to provide insights during CAIS’ exclusive alts track at SALT NY CAIS, the leading alternative investment platform, announced that Angelo Gordon will be participating in the CAIS Alternative Investments Track at SALT NY. Angelo Gordon is a global alternative investment manager with more than $44 billion in AUM. “The......
CAIS Welcomes Axonic Capital to SALT NY Alternative Investments Track
Finance Fintech Investments News

CAIS Welcomes Axonic Capital to SALT NY Alternative Investments Track

Fintech News Desk
by Fintech News Desk0
CAIS Platform manager Axonic Capital to provide insights during CAIS’ exclusive alts track at SALT NY CAIS, the leading alternative investment platform, announced that Axonic Capital (“Axonic”) will be participating in the CAIS Alternative Investments Track at SALT NY. Axonic Capital is a global alternative investment manager with $4.5 billion in AUM. Read More:......
CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ
Fintech Investments News

CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ

Fintech News Desk
by Fintech News Desk0
Browning’s industry network and experience to accelerate growth of learning platform for the wealth management community CAIS, the leading alternative investment platform, has added Michelle Browning as its Director of Business Development for the CAIS IQ learning platform. “CAIS’s strong advisor adoption rates and accelerated growth allow us to attract......
CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
Finance Investments News

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
CAIS-Expands-Board-of-Directors-with-Technology-Leadership
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CAIS Expands Board of Directors With Technology Leadership

Fintech News Desk
by Fintech News Desk0
CAIS, the leading alternative investment platform, today announced Ellen Levy and Neal Pawar have joined the company’s Board of Directors. The expanded Board of Directors brings deep industry expertise in technology and innovation, amplifying strengths of current board members and the CAIS leadership team. Read More: BitGo Announces $16 Billion in......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech Investment Services News

CAIS Announces New Integration with Orion for Seamless Transaction Reporting

Fintech News Desk
by Fintech News Desk0
CAIS continues to connect the wealth management ecosystem, making it easier for independent financial advisors to access alternative investments. 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,......
Jonathan DeSimone Appointed New CEO Of Alcentra
Fintech Investment Services News

BNY Mellon’s Pershing Expands Alternative Investment Capabilities; Becomes First Custodian to Integrate via API with CAIS and iCapital Network

Fintech News Desk
by Fintech News Desk0
BNY Mellon Pershing (“Pershing”) today announced integrations with CAIS and iCapital Network, the two most prominent alternative investment platform sponsors, through its enterprise-wide Application Program Interface (API) Store. The move underscores Pershing’s commitment to leveraging technology to deliver increased efficiencies and a seamless experience to clients. Read More: GlobalFintechSeries Interview......
CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives
Business Fintech Investment Services News

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

Fintech News Desk
by Fintech News Desk0
CAIS, the leading alternative investment platform, announced an integration agreement with BNY Mellon’s Pershing (“Pershing”), a leading provider of global financial business solutions, to automate manual transaction processes, making it easier and faster for financial advisors to allocate to alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech News

CAIS Announces Rapid Advisor Adoption for New Learning Platform

Fintech News Desk
by Fintech News Desk0
CAIS IQ is driving education of alternative investments, CE credits for Financial Advisors Everywhere CAIS, the industry-leading alternative investment platform, today announced growth and momentum for CAIS IQ, the company’s modern learning system for financial advisors, that helps them learn faster, remember longer and enhance client outcomes. CAIS IQ combines......
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