CAIS Launches Multi-Issuer Structured Notes Solution for Advisors

NEW YORK, Nov. 20, 2014 /PRNewswire/ -- CAIS, the leading independent product platform for the wealth management industry, is pleased to announce it has selected J.P. Morgan, Morgan Stanley, RBC, and BNP Paribas to join its new open-architecture structured notes platform. This roster of top-rated banks offers CAIS members a diversified, multi-issuer menu of structured solutions.   

"As our product menu expands, we continue to advance our mission to deliver advisors a true competitive advantage in a single easy-to-use platform," said Matthew Brown, CAIS Co-Founder and CEO. "With the addition of the open architecture structured notes solution, we are improving pricing and execution efficiency as well as overall product education for advisors."

The CAIS platform reduces barriers to entry for independent firms looking to access and execute on products. Through the seamless technology CAIS has developed around structured products, wealth advisors can easily build customized notes and access calendar offerings and performance tracking, as well as place orders.

"By joining the CAIS platform, we are confident that we will be providing efficient access to our offerings to a broad and growing network of advisors who understand structured products and the benefits to deploying them in their clients' portfolios," said Larry Wilson, Head of Structured Investments Distributor Marketing at J.P. Morgan.

The CAIS approach to structured notes mirrors the open architecture model of its funds menu. As an independent platform, CAIS gives clients access to a selection of banks and products providing credit diversification and institutional pricing. Having multiple product providers on the same platform helps wealth managers to find suitable products at a competitive price.

The CAIS platform democratizes access to a wide range of alternative investments including, in addition to structured solutions, hedge funds, private equity funds, '40 Act mutual funds, equity and debt syndicate solutions and precious metals.

About CAIS
CAIS (www.caisgroup.com) is a leading financial product platform offering wealth managers access to a diversified menu of alternative funds and capital markets offerings. CAIS provides streamlined execution to an expanding list of hedge funds, '40 act funds, private equity funds, equity & debt syndicate offerings, structured notes and precious metals. CAIS delivers a suite of portfolio construction and reporting tools, and complements its fund offerings with independent due diligence provided by Mercer. For further information, visit www.caisgroup.com.

CAIS Capital LLC is a registered broker-dealer, member FINRA, SIPC.

CONTACT: Jami Schlicher
JCPR
973-850-7309
[email protected]

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SOURCE CAIS

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