The CAIS Solutions software-as-a-service platform allows advisors to manage all clients’ alternative investments, even those not sourced through CAIS’s marketplace.
Download this white paper to gain insights into harnessing integrated technology solutions that streamline back-office operations, deliver personalize insights and attract and retain clients.
The former Morningstar executive discussed the drive to start the company, how they have been using artificial intelligence, their philosophy on integrations and their upcoming inaugural conference.
The RIA Edge 100 looks to identify those firms that are seeing the most success while continuing to provide high-quality, hands-on service to an expanding client base.
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