Abby Salameh, Chief Marketing Officer, Managing Director of CAIS IQ, and Head of Strategic Partnerships at CAIS, joined Julie Cooling, Founder and CEO of RIA Channel, at the CAIS Alternative Investment Summit to discuss alternative investment services for advisors.
CAIS is a technology platform and a marketplace that brings together leading alternative investment managers and independent wealth advisors. As alternative investments are becoming a more prominent discussion point in client portfolios, CAIS seeks to make it as easy as possible for advisors to invest in alternative assets.
CAIS IQ is a tech education platform that offers multi-media courses on foundations and assets in the alternative investment space. In addition, courses are available on each fund on the CAIS platform. The home offices of some of the largest RIA firms and independent broker-dealers use CAIS IQ to ensure that advisors are educated on the products being offered to their clients
CAIS offers unbundled access to their platform, where advisors may want to purchase only specific post-trade services separate from pre-trade services. Post-trade services include reporting and data, while pre-trade services provide digitized subscription documents and due diligence information on the offered funds.
Resources: