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Focus Financial Partners Expands Relationship with CAIS to Consolidate Alternative Investment Offerings

Sep 12, 2024•almost 2 years ago

Contract Type

partnership

New YorkSustainabilityFinancial ServicesSoftwareLending And Investments

Description

CAIS has announced an expanded partnership with Focus Financial Partners Inc. to serve as the preferred provider and consolidate Focus' alternative investment offerings, processes, and data management onto a single operating system. The partnership leverages CAIS' one-platform solution to power Focus’ access to third-party funds, launch proprietary Focus investment offerings, and streamline the alternative investment lifecycle.

Company Information

Company

CAIS

Location

New York, United States

About

CAIS is the leading alternative investment platform for financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also provides an industry-leading learning system, CAIS IQ, to help advisors learn faster, remember longer, and improve client outcomes.

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