Orion and CAIS join forces to expand Alts Access for advisors

CAIS’ platform will equip Orion’s advisor network with an end-to-end tech enabled alts platform, providing thousands of clients with streamlined access to alternatives
BusinessWireMarch 8, 20245 min

Orion, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced it has selected CAIS, the leading alternative investment platform for independent financial advisors, to provide Orion’s Wealth Advisory and OCIO clients access to alternative investment funds and products, diversify client portfolios and deepen client relationships.

“We’re excited to integrate with CAIS to provide access to alternative investment strategies from leading asset managers,” said Natalie Wolfsen, CEO of Orion. “CAIS is aligned with Orion’s commitment to supporting the independent advisor community, given their industry-leading technology, broad selection of funds, robust online educational platform, deep technology integrations and independent due diligence relationship with Mercer.”

The collaboration between CAIS and Orion will provide access to private equity, private debt, private real estate and hedge funds to Orion’s Wealth Advisory and OCIO clients. Orion plans to expand access to Orion Portfolio Solutions and Orion Advisor Technology clients soon. This comes at a time when advisor demand for alternatives is reaching record levels – a recent CAIS-Mercer survey of more than 250 independent financial advisors found that 85% of respondents are expecting to increase allocations to alternatives by 2025, with 78% saying it helps clients meet goals and objectives.

“As advisor demand for alternatives continues to grow, we remain laser-focused on providing best-in-class technology solutions that enable a seamless alternative investing experience for the independent wealth ecosystem,” said Brendan Cuddihy, Chief Operating Officer of CAIS. “This collaboration with Orion ensures that the advisors using their platform have access to the necessary tools needed to reap the potential benefits of alts and meet client demand.”

In addition to access to alternative funds and products, Orion’s advisors will benefit from streamlined workflows across the pre-trade, trade, and post-trade experience, including end-to-end digitized transaction processing and integrations with leading US custodians. The strategic integration will also play a critical role in expanding advisor education around alternatives – Orion Advisor Academy will prominently feature “Fundamentals of Alternatives” from CAIS IQ, CAIS’ proprietary education platform offered to financial advisors at no cost.

“This collaboration is underscored by our unwavering commitment to the independent advisor, and we are pleased to be providing our best-in-class alts technology infrastructure to help Orion’s vast advisor network better serve their clients,” said Matt Brown, Founder and CEO of CAIS.

Orion’s advisors will also have access to CAIS Solutions, CAIS’ new SaaS platform which centralizes all alternative investments funds no matter where they are sourced, to automate reporting and centralize their documents, creating a more efficient alternative investment experience.

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