Orion, a wealthtech firm serving fiduciary advisors, has selected CAIS, an alternative investment platform for independent advisors, to provide Orion's wealth advisory and outsourced chief investment officer (or OCIO) clients with access to alternative investment funds and products.
"We're excited to integrate with CAIS to provide access to alternative investment strategies from leading asset managers," said Natalie Wolfsen, Orion's CEO.
Wolfsen cited CAIS' technology, broad fund selection, online educational platform, technology integrations and independent due diligence relationship with Mercer.
The collaboration between CAIS and Orion will provide access to private equity, private debt, private real estate and hedge funds to Orion's Wealth Advisory and OCIO clients. Orion plans to expand access to Orion Portfolio Solutions and Orion Advisor Technology clients soon.
