CAIS makes alternatives accessible at decrease minimums and introduces numerous asset lessons, enabling advisors to broaden portfolios past conventional allocations. Over 50,000 advisors throughout 2,000 firms have come on board, collectively overseeing between $6 and $6.5 trillion in consumer belongings with entry to the CAIS platform. Via phrases permissions and access controls inside CAIS Compass and the broader platform, advisors and residential workplaces can guarantee consumer suitability and compliance with agency insurance policies. All funds listed endure due diligence by Mercer, including a layer of independent analysis to make sure operational robustness and investment validity. Discover a custom-made alternative investment and structured notice platform that may meet your unique wants.
This expanded functionality launched publicly in late 2023 after internal beta testing. The platform has constantly expanded, now serving over 50,000 advisors across capital integration systems 2,000 wealth administration corporations, with shoppers managing approximately $6–6.5 trillion in client assets. CAIS additionally reached unicorn status in April 2022, valued at $1.1 billion, supported by investors similar to Apollo World Management and Eldridge Industries. Prospective users—advisors, RIAs, home offices, and asset managers—should see CAIS as a compelling companion in navigating different investing complexities and scaling advisor engagement with these asset courses.
The Company’s registered office is at #3 Bayside Govt Park, Blake Street and West Bay Avenue, P. O. Field CB 13012, Nassau, The Bahamas. The Investing Brokers team have over 15 years of experience in the online brokerage business and are dedicated to providing reliable information for the entire brokers that we evaluate. CAIS IQ and CAIS Compass continue to expand—Compass now consists of AI-driven portfolio summaries and adjustable analytics to evaluate historic impacts of different allocations. CAIS helps connectivity with major custodians and reporting systems to streamline reporting, holdings reconciliation, and shopper statements—reducing guide effort post-investment. The ability to execute mannequin allocations quickly by way of a central hub amplifies effectivity, making model integration scalable for advisors.
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- Capital Integration Systems, which additionally operates under the name Cais, is situated in Big Apple, Ny.
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- In 2009, CAIS set its sights on leveling the playing subject by making alternative investments available to financial advisors all over the place.
Discover the benefits of a turnkey alternative investment and structured note platform. Summary of the Top Areas with the Highest Number of Overseas Employees. The main workplace ranks as the primary worksite for overseas employees, hosting the biggest number amongst all places. Summary of the occupations and job titles of international employees sponsored by Capital Integration Methods for permanent employment, highlighting up to 12 roles in each area together with https://www.adprun.net/ the number of employees. To improve your possibilities of receiving visa sponsorship, give attention to positions that Capital Integration Methods has historically employed foreign employees for. The salary figures shown represent the typical proffered (offered) salaries reported by Capital Integration Methods on labor situation functions (LCA) for H-1B visas and permanent labor certification (PERM) for green playing cards.
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We provide broker critiques and ratings to assist customers find a suitable dealer in accordance with their very own wants. Nevertheless, you have to do your individual due diligence and make your individual decisions when choosing a dealer. This compensation should not be seen as an endorsement or suggestion, nor shall it bias our dealer reviews. Any rates, phrases, services on third-party websites are topic to vary without notice. Different investments carry advanced features, limited liquidity, and elevated risk. CAIS emphasizes schooling and due diligence, but advisors should nonetheless evaluate client suitability and institutional frameworks.
Digitized subscription, built-in knowledge flows, document assortment, and custodian reporting integrations enable a seamless shopper expertise. The firm is supported by a board, advisory council, and strategic advisors with deep expertise in alts and wealth management. CAIS hosts structured note solutions sourced from major bank issuers. Advisors can entry bank-backed notes with various underlying belongings, expiration dates, participation charges, and downside protections, accompanied by full lifecycle platform support. Summary of Labor Condition Applications (LCAs) for H-1B visas and Labor Certifications (LCs) for green playing cards filed by Capital Integration Systems.
These are base guaranteed salaries and don’t include bonuses, inventory options, or other types of compensation. Overview of the backgrounds of foreign workers sponsored by Capital Integration Systems for everlasting employment, highlighting as much as 12 classes in each subject along with the number of workers. The fields embody citizenship, colleges attended, levels earned, fields of study, and visa standing.
The platform’s integration of ticker-traded interval funds and enlargement of mannequin portfolios signal a commitment to assembly evolving advisor wants. Founded in 2009, CAIS, a fintech leader, is transforming the world of other investing. For unbiased monetary advisors, CAIS provides access, training, and operational effectivity they can use to transact at scale and seize more wallet share. For asset managers, CAIS can help construct their distribution community, seize new enterprise, and domesticate relationships with unbiased financial advisors. Our ideas resonated, and thousands of financial advisors who management trillions of end consumer capital joined our platform for improved entry and effectivity to various investments and structured notes. CAIS is a financial know-how platform offering the unbiased wealth channel with access to different investments.
Capital Integration Techniques (dba Cais):
The Fashions Marketplace supports advisor scalability with curated multi‑asset and multi‑manager investment fashions from top names like BlackRock, Carlyle, Franklin Templeton, KKR, and extra. CAIS Options centralizes management throughout alts, even for investments initiated externally. This facilitates reporting, compliance doc assortment, and unified oversight—which is critical as advisor alts adoption grows. Grow and diversify your investor base by accessing the unbiased wealth channel.
This desk summarizes H-1B visa petition choices made by the USCIS or the us The metropolis and state replicate the employer’s mailing handle as listed on Kind I-129 and may not represent the precise work location(s) of the beneficiary(ies). InvestingBrokers.com is for informational purposes solely and not supposed for distribution to, or use by, any particular person in any nation or jurisdiction the place such distribution or use can be contrary to native legislation or regulation. We don’t provide investment recommendation or solicitation of any kind to purchase or promote any investment merchandise. Trading carries a excessive degree of threat and may not be suitable for all traders.
Digitization, integrations, and unified execution permit corporations to scale alts efficiently—reducing handbook processes and operational friction. If you have correct credentials to access the file, you might proceed on to the courtroom’s system using your government issued username and password. We are unable to show this document, it may be under a court docket ordered seal. If that does not work, return to the docket and refresh it to drag the latest data. It can take up to 5 minutes for us to obtain a doc if the court servers are working slowly. After buy, you’ll be able to entry this document again without cost.