CAIS, a US-based financial product platform for the wealth management industry, has added JPMorgan, Morgan Stanley, RBC, and BNP Paribas to its new open-architecture structured notes platform.
Under the alliance, the banks will provide CAIS members access to a diversified, multi-issuer menu of structured solutions.
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The structured notes platform will allow wealth advisors to create customized notes and access calendar offerings and performance tracking, as well as place orders.
CAIS said that the platform will provide clients access to a selection of banks and products providing credit diversification and institutional pricing as well as assist wealth managers to find suitable products at a competitive price.
Moreover, the CAIS platform will also provide a 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.
Matthew Brown, Co-Founder and CEO of CAIS, said: "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."
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By GlobalDataLarry Wilson, head of structured investments distributor marketing at JPMorgan, said: "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."
