Captrust Financial Advisors Collaborates with CAIS to Enhance Alts Experience for Advisors and Clients
Captrust Financial Advisors has announced a new collaboration with fintech firm CAIS, aimed at streamlining the process of managing alternative investment products. This partnership will allow Captrust advisors to consolidate their alternative investment products and processes onto a single platform, enhancing the overall experience for both advisors and clients.
With this new integration of CAIS Solutions, independent financial advisors working with Captrust will be able to centralize their fund positions through automated processing. This move is expected to eliminate operational burdens associated with investing in alternatives, creating a more streamlined and scalable solution for clients.
In addition to the software integration, Captrust advisors will also have access to integrated advisor education through CAIS IQ, expanded support for structured investments, and dedicated coverage from CAIS’ advisor-facing professionals. The platform will provide direct integrations into Captrust’s custodians and reporting providers, including BNY Mellon’s Pershing, Fidelity, Charles Schwab, and Black Diamond.
Matt Brown, founder and CEO of CAIS, emphasized the value of moving beyond fragmented technologies and processes in managing alternative investments. As client demand for alternatives continues to grow, this collaboration aims to support the unique needs of independent financial advisors by combining technology and client service.
Overall, this partnership between Captrust Financial Advisors and CAIS represents a significant step towards improving the efficiency and effectiveness of managing alternative investment products, ultimately benefiting both advisors and clients.
