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April 23, 2024 at 02:55 PM
Captrust Financial Advisors announced Tuesday a collaboration with CAIS, the fintech firm and alternative investment platform provider, intended to help Captrust advisors consolidate their alternative investment products and processes onto a single platform.
Bringing together alternative investment oversight into a unified platform will help the $800 billion national advisory firm enhance its “alts experience” for both advisors and clients, according to the announcement.
“Working with CAIS will play a critical role in eliminating the operational burdens typically associated with investing in alternatives and creating a more streamlined and scalable solution for our clients,” said Michael Vogelzang, Captrust managing director and chief investment officer.
Specifically, Captrust will integrate the software-as-a-service offering known as CAIS Solutions, enabling independent financial advisors to centralize their fund positions through automated processing.
