CAIS, the leading financial technology platform connecting financial advisors with alternative investments, today announced a new strategic partnership with National Holdings Corporation (NASDAQ: NHLD). National Holdings Corporation, or National, a full-service independent brokerage, investment banking, trading, and asset management firm, has partnered with CAIS, a financial technology platform connecting financial advisors with alternative investments.
Through the CAIS platform, National’s 1000-plus financial professionals will gain access to private equity, hedge funds, real estate, and private credit strategies. The CAIS platform offers a range of benefits, including third-party due diligence from Mercer, a simplified web-based subscription process, and integration with all major custodians and reporting platforms, including Fidelity, National’s custodian of choice. National’s financial professionals will further benefit from access to CAIS IQ, a personalised learning system for mastering alternative investments.
“We were attracted to CAIS because they provide access to a menu of high-quality alternative investments, and because of their commitment to independent due diligence and their strategic integration with Fidelity,” says Michael Mullen, Chairman and Chief Executive Officer of National Holdings Corporation. “After evaluating competing platforms, CAIS’s unparalleled commitment to education made partnering with them a top priority. The CAIS IQ learning platform gives our advisors a powerful competitive advantage. It’s a game-changer.”
CAIS IQ is a learning platform powered by artificial intelligence and learning science that helps financial advisors learn faster, remember longer, and master alternative investments. The platform features courses created in collaboration with Mercer and fund managers to help advisors master key information about asset classes, product providers, and specific funds and products. Both the Investment and Wealth Institute (IWI) and the Certified Financial Planner (CFP) Board offer Continuing Education credits through CAIS IQ.
“Our business is built on empowering financial advisors. From strategic partnerships with custodians to top-tier product access, streamlined experience, and education, we have their best interests in mind,” says Matt Brown, CEO, and founder of CAIS. “Our relationship with National is another example of bringing this end-to-end solution to advisors who understand the value of allocating to alternative investments in their client portfolios.”
Through their strategic integration with Fidelity, CAIS provides Fidelity’s custodial clients with access to a robust menu of alternative investment funds and strategies. Fidelity custodial clients, like National, benefit from the elimination of annual custody-related fees for all fund orders executed through CAIS and held at Fidelity.
“CAIS is thrilled to be part of National’s mission to bring the best investment solutions to its representatives and their clients,” says Brad Walker, Head of Products and Distribution, CAIS. “We see National’s recent growth and acquisition success as a clear testament to its bright future. As it has grown, National has made strong investments in platform expansion and cutting-edge technology such as CAIS, and we celebrate that commitment.”
As demand by advisors for alternatives investments continues to rise, the CAIS platform is unlocking power of alternative investments and continuing to capitalise on market demand.
