Brad Walker, Chief Client and Product Development Officer at CAIS, joined Julie Cooling, Founder and CEO of RIA Channel, at the CAIS Alternative Investment Summit to discuss how advisors are benefitting from the CAIS platform.
Conversations with advisors are often centered around interest rates, inflation, and macroeconomic developments, which lead to interest in private markets investing and valuation of private assets. Walker explains that the vision of CAIS is to bring RIAs and independent advisors together with the asset management industry and to customize solutions for RIAs and their clients.
The CAIS Solutions platform offers three benefits to advisors. First, the platform assists in the pre-trade experience, helping advisors find, access, and research investment products. Once the advisor and their client have decided on which products to access, CAIS Trade streamlines the alternative investment subscription process. The third benefit comes from CAIS Post-Trade, which manages data and document requirements, such as capital calls.
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