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CAIS Platform from CAIS

Provides access to a curated menu of alternative investments with lower investment minimums, simplified paperwork, and integrated reporting. Includes CAIS IQ, an AI-powered learning system to help advisors understand alternative investments.

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Product analysis by function

Alternative Investment Platforms for Wealth Management

Systems for accessing and managing private equity, hedge funds, real estate, and other alternative investments for high-net-worth clients.
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Investment Access
(0 Yes /0 Known /10 Possible features)

Due Diligence and Research
(0 Yes /0 Known /10 Possible features)

Transaction & Execution
(0 Yes /0 Known /10 Possible features)

Portfolio Management & Reporting
(0 Yes /0 Known /10 Possible features)

Risk Management & Monitoring
(0 Yes /0 Known /10 Possible features)

Client Experience
(0 Yes /0 Known /10 Possible features)

Advisor Tools
(0 Yes /0 Known /10 Possible features)

Integration & Connectivity
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Scalability & Performance
(0 Yes /0 Known /10 Possible features)

Service & Support
(0 Yes /0 Known /10 Possible features)

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Asset Class Coverage The number of different alternative asset classes available through the platform.		No information available
Open Architecture Supports investments across multiple fund managers or products, not limited to proprietary offerings.		No information available
Primary & Secondary Market Access Allows access to both new fund offerings and secondary transactions for increased liquidity.		No information available
Minimum Investment Size Flexibility Supports investments with reduced minimums to improve accessibility.		No information available
Co-Investment Opportunities Provides access to private deal co-investment alongside institutional investors.		No information available
Direct Investment Options Allows direct investments into assets (e.g., direct real estate or private company equity).		No information available
Subscription Window Notifications Automatically alerts users to open and closing dates for investment windows.		No information available
Deal Pipeline Visibility Provides a dashboard of upcoming and open alternative investment opportunities.		No information available
Geographic Diversity Offers alternative investment products across multiple global regions.		No information available
ESG/Impact Investment Options Includes alternative investments that are ESG integrated or impact focused.		No information available

Research Reports Provides professional-grade research, ratings, and reports for each investment opportunity.		No information available
Manager Track Record Analytics Displays historical performance, risk, and operational history for each fund manager.		No information available
Fee Transparency Clearly details all associated fees, including carried interest, management fees, and other costs.		No information available
Third-Party Validation Incorporates third-party due diligence reports or external expert insights.		No information available
Onboarding Vetting Automation Automates KYC/AML, background checks, and compliance for new issuers and funds.		No information available
Historical Performance Data Range The number of years of historical performance data made available.		No information available
Scenario Analysis Tools Enables users to run stress tests and backward/forward-looking analytics.		No information available
Track Record Verification Confirms accuracy of fund manager claimed results against third-party sources.		No information available
Peer Comparison Tools Allows analysis across funds and asset managers for benchmarking.		No information available
Risk Assessment Scoring Provides risk scores or qualitative risk assessments for investments.		No information available

Digital Subscription Processes Supports paperless, end-to-end digital investor onboarding, document signing, and funding.		No information available
Automated Capital Calls Notifies investors of capital calls and automates drawdowns/fund transfers.		No information available
Multi-currency Transaction Support Permits transactions in multiple currencies.		No information available
Automated Document Generation Generates all required legal, tax, and subscription documents automatically.		No information available
Execution Speed Measures the average speed to complete an investment transaction.		No information available
Real-Time Transaction Status Updates Provides dynamic status tracking on each transaction, from initiation to settlement.		No information available
E-signature Integration Facilitates secure digital signing of all agreements.		No information available
Redemption Processing Automation Streamlines withdrawals or redemptions from alternative investments.		No information available
Tax Document Automation Generates and delivers Form K-1s and other tax documents automatically.		No information available
Custody Integration Direct API connections with prime brokers/custodians for easy funding and settlement.		No information available

Multi-Asset Performance Tracking Consolidates performance tracking across all alts, public, and private assets.		No information available
Aggregated Investment Dashboards Provides dashboards summarizing performance, exposures, and other key metrics.		No information available
Custom Report Generation Allows custom or periodic performance and risk reporting.		No information available
Tax Reporting Capabilities Supports the generation of annual tax reports across jurisdictions.		No information available
Look-Through Reporting Enables transparency into underlying holdings of pooled investments.		No information available
Integrated IRR/XIRR Calculation Calculates time-weighted and money-weighted rates of return for each investment.		No information available
Customizable Reporting Frequency Lets users schedule report generation (monthly, quarterly, annual, etc.).		No information available
Multi-Portfolio Aggregation Consolidates investments held across multiple portfolios or accounts.		No information available
Data Export Capabilities Exports reports and data to excel, PDF, or other systems.		No information available
Historical Data Retention Period The length of time historical data is stored and available for users.		No information available

Real-time Risk Alerts Automated alerts for key risk events, performance drops, or exposure breaches.		No information available
Exposure Analysis Tools Measures sector, geography, and factor exposures for portfolio risk management.		No information available
Risk Attribution Analysis Attributes risk at the asset, fund, or portfolio level.		No information available
Stress Testing/Scenario Analysis Models hypothetical market scenarios and their impact on portfolio value.		No information available
Liquidity Monitoring Measures current and forecasted liquidity status of all holdings.		No information available
Redemption Notice Alerts Alerts advisors/investors about redemption windows, lock-up periods, and notice periods.		No information available
Concentration Limit Monitoring Tracks exposures to single entities, managers, or asset classes.		No information available
Custom Risk Rules Engine Allows custom rule creation for automated portfolio risk controls.		No information available
VaR and Downside Risk Metrics Calculates Value at Risk (VaR) and other downside risk metrics.		No information available
Periodic Risk Assessment Intervals How frequently risk assessments can be scheduled.		No information available

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Financial Technology Year

CAIS Platform from CAIS

Product analysis by function

Alternative Investment Platforms for Wealth Management

Investment Access
(0 Yes /0 Known /10 Possible features)

Due Diligence and Research
(0 Yes /0 Known /10 Possible features)

Transaction & Execution
(0 Yes /0 Known /10 Possible features)

Portfolio Management & Reporting
(0 Yes /0 Known /10 Possible features)

Risk Management & Monitoring
(0 Yes /0 Known /10 Possible features)

Client Experience
(0 Yes /0 Known /10 Possible features)

Advisor Tools
(0 Yes /0 Known /10 Possible features)

Integration & Connectivity
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Scalability & Performance
(0 Yes /0 Known /10 Possible features)

Service & Support
(0 Yes /0 Known /10 Possible features)

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Branded White-label Interface Offers customizable branding for advisory firms or private banks.		No information available
Mobile Application Availability Provides a native mobile app for client access.		No information available
Client Portal Customization Allows clients and advisors to customize dashboards and displays.		No information available
Onboarding Support Services Provides dedicated onboarding specialists and support.		No information available
In-app Messaging and Communications Enables direct and secure communication between clients and advisors.		No information available
Notifications and Alerts Automatic push/email alerts for investment events or updates.		No information available
Educational Content Library Access to videos, articles, and FAQs explaining alternative investments.		No information available
Multi-Lingual Support Offers interface and support in multiple languages.		No information available
Digital Wealth Planning Tools Includes calculators and simulations to guide investment decisions.		No information available
Self-Directed & Advised Workflows Supports both self-serve and advisor-guided investment processes.		No information available

Client Profiling & Suitability Analysis Automates checks for client suitability and allocation limits.		No information available
Batch Processing & Group Orders Enables bulk investment processing for multiple clients at once.		No information available
CRM Integration Directly integrates with advisor CRM systems for holistic client view.		No information available
Advisor Performance Dashboards Monitors advisor-driven outcomes and compares to benchmarks.		No information available
Proposal Generation Tools Generates compliant investment proposals for clients.		No information available
Regulatory Compliance Workflows Incorporates compliance checks and approvals for all trades.		No information available
Cross-platform Task Management Provides tools for tracking next steps, follow-ups, and to-dos.		No information available
Note-taking and Collaboration Allows advisors to make notes and collaborate internally.		No information available
Client Document Vault Secure area for storing and sharing client-specific documents.		No information available
Analytics on Client Holdings Advisor-facing analytics on risk, return, and diversification of their client pools.		No information available

API Access Supports secure, documented APIs for integration with other systems.		No information available
Custodian/Broker Integration Can connect to external custodians, banks, and brokerage platforms.		No information available
Portfolio Accounting Software Integration Exports or syncs portfolio data with accounting systems.		No information available
Single Sign-On (SSO) Supports secure authentication across multiple enterprise applications.		No information available
Data Import/Export Tools Allows batch upload/download of positions, transactions, and reference data.		No information available
Real-Time Data Feeds Receives or distributes real-time price and NAV updates.		No information available
Integration with Market Data Vendors Supports Bloomberg, Refinitiv, PitchBook, or similar feeds.		No information available
Webhook/Event Notification Support Can trigger external actions based on events in the platform.		No information available
Open Data Exchange Standards Compliance with open standards (e.g., FIX, OFX) for data interoperability.		No information available
Scale of Supported Integrations The number of external systems/platforms that can be integrated.		No information available

Data Encryption (at rest & in transit) End-to-end encryption for all platform and client data.		No information available
Multi-factor Authentication (MFA) Requires two or more authentication methods for access.		No information available
Regulatory Compliance Support Includes tools for MiFID II, FATCA, CRS, SEC, GDPR, and other regulatory requirements.		No information available
Audit Logs Produces immutable records of all user and system actions.		No information available
User Role & Permission Controls Granular access and permission configurations for different user types.		No information available
Data Residency Options Supports data hosting in regulated jurisdictions as required.		No information available
Incident Response & Monitoring Continuous cybersecurity threat monitoring and incident protocols.		No information available
Regular Vulnerability Assessments Conducts periodic penetration tests and security scans.		No information available
Privacy by Design Frameworks Applies privacy as a core design principle throughout the product.		No information available
Electronic Records Retention Period The guaranteed period that client records are stored and accessible.		No information available

Concurrent User Support The number of users the platform can support simultaneously without performance impact.		No information available
Transaction Throughput The number of transactions that can be processed per second.		No information available
Uptime SLA Guaranteed minimum percentage of uptime.		No information available
Cloud-based Deployment Supports deployment in public or private cloud environments.		No information available
Horizontal Scalability Ability to scale resources dynamically for load increases.		No information available
Latency to User Actions Average response time for standard user actions.		No information available
Disaster Recovery RTO Recovery Time Objective after outages or disasters.		No information available
Geographically Distributed Infrastructure Ensures service continuity and redundancy across locations.		No information available
Load Testing & Monitoring Regular performance testing and real-time monitoring.		No information available
Automated Scaling Policies Uses rules to automatically adjust resources based on demand.		No information available

Dedicated Account Manager Assigned resource for high-net-worth client responsiveness.		No information available
24x7 Technical Support Offers round-the-clock support for issues and questions.		No information available
SLA-Backed Response Times Commits to specific response and resolution windows.		No information available
Multi-channel Support Availability Offers support via phone, chat, email, and in-platform tickets.		No information available
Onboarding & Training Programs Guided setup, training, and onboarding for new users.		No information available
Regular Platform Updates Delivers ongoing features, bug fixes, and performance enhancements.		No information available
User Feedback Channels Collects and acts on user suggestions and complaints.		No information available
Proactive Issue Notification Notifies users and admins about outages or service degradations.		No information available
Comprehensive Knowledge Base Detailed online documentation for self-help.		No information available
Integration/Custom Development Services Offers custom integration or build support for client-specific needs.		No information available

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Financial Technology Year

CAIS Platform from CAIS

Product analysis by function

Alternative Investment Platforms for Wealth Management

Investment Access (0 Yes /0 Known /10 Possible features)

Due Diligence and Research (0 Yes /0 Known /10 Possible features)

Transaction & Execution (0 Yes /0 Known /10 Possible features)

Portfolio Management & Reporting (0 Yes /0 Known /10 Possible features)

Risk Management & Monitoring (0 Yes /0 Known /10 Possible features)

Client Experience (0 Yes /0 Known /10 Possible features)

Advisor Tools (0 Yes /0 Known /10 Possible features)

Integration & Connectivity (0 Yes /0 Known /10 Possible features)

Security & Compliance (0 Yes /0 Known /10 Possible features)

Scalability & Performance (0 Yes /0 Known /10 Possible features)

Service & Support (0 Yes /0 Known /10 Possible features)

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Investment Access
(0 Yes /0 Known /10 Possible features)

Due Diligence and Research
(0 Yes /0 Known /10 Possible features)

Transaction & Execution
(0 Yes /0 Known /10 Possible features)

Portfolio Management & Reporting
(0 Yes /0 Known /10 Possible features)

Risk Management & Monitoring
(0 Yes /0 Known /10 Possible features)

Client Experience
(0 Yes /0 Known /10 Possible features)

Advisor Tools
(0 Yes /0 Known /10 Possible features)

Integration & Connectivity
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Scalability & Performance
(0 Yes /0 Known /10 Possible features)

Service & Support
(0 Yes /0 Known /10 Possible features)