Alternatives investment platform CAIS has unveiled new trade features to become available to the more than 2,000 wealth management firms using the service. The new solution, which features a more intuitive and flexible investment experience, was designed to simplify the alternative investment lifecycle for independent financial advisors, CAIS said.
“We are thrilled to unveil our new trade capabilities, designed with advisors at the core. Every feature has been thoughtfully crafted to simplify, scale and streamline the alternative investment experience, empowering advisors to better serve their clients,” Chris Zuczek, CAIS chief product officer, said Wednesday. “This next generation of features streamline the process, allowing advisors to manage multi-investment workflows and allocate to alternatives with fewer steps and greater efficiency.”
