Orion Advisor Services has integrated with CAIS, a financial product platform offering wealth managers access to various alternative funds and products, to offer streamlined portfolio construction and performance reporting workflow to financial advisors.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
CAIS said that the collaboration will allow Orion advisors to access alternative financial products of CAIS directly from Orion Connect.
In the coming months, the companies plan to launch the second phase of the integration that will provide a research workflow, helping advisors receive information for specific holdings directly within their household portfolio dashboard on Orion Connect.
Orion Advisor Services CEO Eric Clarke said: "We are excited to add CAIS as an integration partner, giving our advisors the ability to easily access alternative investments and easily include them in client performance reports, client portals and mobile apps.
"As a notable leader in the alternative space, CAIS makes funds and products more accessible to advisors than ever before. We’re thrilled to launch this integration which will streamline advisor workflow, giving them back valuable time to spend helping clients and growing their businesses."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataCAIS president Tim Shannon added: "Orion’s tailored trade execution and reporting solution is a natural fit with the technology we’ve built at CAIS. Our goal has always been to provide independent wealth advisors with the tools and resources they need to be competitive and best service their clients."
