How is the alternative investment space evolving? Joe Guidish, a Portfolio Manager at Merit Financial Advisors, shares his view on how CAIS is helping advisors access their alternative investment allocation.
View the full 2024 events schedule: https://t.co/f6hL9yCNNU
Ben Webb, Director of Manager Selection and Implementation at Balentine, walks through his process of allocating to alternative investments and shares how CAIS technology is helping his team focus on the important things.
2024 events schedule: https://t.co/f6hL9yCNNU
Come join the @CAISgroup marketing team. We're looking for a Content Writer/Marketer to work alongside our head of content and the rest of the team.
If you or someone you know may be interested, feel free to send a message.
https://t.co/pd5HTafzfY
We continue to be hyper-focused on providing best-in-class tech that enable a seamless alts experience for advisors.
Our new @CAISgroup + @orionwealthtech collaboration underscores the mission.
The build continues: https://t.co/R0ExnSVzrb
As we continue to evolve our technology at @CAISgroup, excited to launch CAIS Release Notes - a new, regular series dedicated to the latest from the world of CAIS platform enhancements.
In this first edition, we highlight:
- New Platform Homepage
- Global Navigation
- Enhanced Product Pages
- Orders Pipeline Updates
- New Integrations
https://t.co/r5asIRAlxU
CAIS has been selected by BuiltIn as one of the Top 100 Best Midsize Companies to Work in the US and Top 100 Best Places to Work in all three US cities where we have offices — New York, Los Angeles, and Austin.
See the full list here: https://t.co/QCsCbecdDB
#2024BuiltInBest
What's happening in the world of alternatives in wealth management? And how are advisors thinking about alts in their practice?
This week, we released our second annual survey report, in partnership with Mercer, which dives into some of the biggest questions being asked in the space.
Full report: https://t.co/ffFXtDmtce
Most day-to-day business problems can be fixed through a 15-30 min conversation / working session.
Email and slack are momentum killers when it comes to problem solving.
We are 18 days away from the industry’s marquee gathering of independent advisors and alts managers. The CAIS Alternative Investment Summit is officially oversubscribed, and registration is now closed!
Just an incredible story line that continues to deliver. Every marketer / business owner would benefit from following, to some degree, everything the guy does.
Wow: The Colorado vs Colorado State game was the most streamed college football game OF ALL TIME, according to @espn
The game registered 9.3 million viewers and was the 5th most watched college football game on record. It had a peak viewership of 11.1 million.
The Deion Sanders effect.
Congratulations @CAISgroup, winner of the TECHNOLOGY PROVIDERS: Alternative Investment Platforms category of the 2023 Wealth Management Industry Awards #Wealthies