BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and advanced AI innovation, and CAIS, the leading alternative investment platform for financial advisors, today announced a strategic partnership that connects BetaNXT network firms to CAIS’ alternatives capabilities across the full trade lifecycle, improving access to alternatives and streamlining workflows within firms’ existing operating models.
Through the partnership, advisors gain more automated workflows across the full alternatives lifecycle, from subscription documents and capital calls through trade processing, confirmations, settlements, and position reporting. By combining CAIS’ alternatives platform capabilities with BetaNXT’s real-time data capabilities, the partnership reduces the operational burden that has historically made alternatives difficult to scale at the firm level.
“As demand for alternative investments continues to grow, firms need technology that makes access easier and operations more efficient,” said Tim Rutka, President of Beta, a BetaNXT business. “Our partnership with CAIS strengthens our ability to support alternatives as part of a broader connected wealth experience and strengthens the value we deliver through our platform.”
The partnership deepens BetaNXT’s offering while expanding how CAIS provides access to alternatives across one of the wealth management industry’s leading networks. Together, the two companies are expanding the boundaries of what advisory firms can build with alternatives, at scale, across the market.
“Advisors are moving alternatives from optional to essential, and the firms that can run them at scale will win,” said Brendan Cuddihy, Chief Operating Officer, CAIS. “This partnership gives BetaNXT firms a more streamlined way to access CAIS’ alternative investment marketplace, helping advisors connect with leading alternative asset managers and operate with greater efficiency.”
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