US-based CAIS is an alternative investment platform for independent financial advisors, and Mariner Wealth Advisors is a privately held advisory firm with over $60 billion in assets under advisement.
CAIS will offer access to a broad menu of alternative investment funds and products, as well as educational resources, end-to-end digitized transaction processing, and third-party reporting integrations.
“We are pleased to have selected a partner that shares our commitment to empower the independent wealth management community,” said Marty Bicknell, President and CEO of Mariner Wealth Advisors. “At a time when alternative investments are a main event, CAIS’ technology and team will provide our rapidly growing advisor base, and their clients, with a true competitive advantage.”
The collaboration between Mariner Wealth Advisors and CAIS integrates CAIS’s platform into the firm’s existing wealthtech ecosystem, creating a customized and seamless pre-trade, trade, and post-trade alternative investing experience. The firm’s advisors will receive access to a curated menu of diversified alternative investment products across asset classes and qualification levels including private equity, private real estate, private credit, venture capital, and hedge funds. CAIS will also assist in the launch of proprietary funds and multi-manager funds managed by Mariner Wealth Advisors, while also enabling the firm to add their own sourced third-party funds to the platform for centralized monitoring, transacting, and reporting.
“This important partnership with Mariner Wealth Advisors ensures that their financial advisors have the necessary tools to meet client demand for alternative investments, while improving operational efficiency,” said Matt Brown, Founder and CEO at CAIS. “Our unwavering focus on powering RIAs and IBDs has allowed us to understand their unique needs and, in turn, design the best solutions,” Brown continued.
With 69% of financial professionals citing a lack of educational resources as a barrier to private markets investing, Mariner Wealth Advisors’ wealth teams will also benefit from CAIS IQ, a proprietary alternative investment education platform that helps advisors learn faster and retain information longer. CAIS IQ also allows home office professionals to monitor financial advisors’ learning progress across foundational, asset-class themed and fund-specific courses, some of which are available for CE credits.
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