CAIS, Advyzon forge new alts partnerships

CAIS and Advyzon are capping off 2024 with new partnerships to support financial advisors and family offices in the alts tech space.

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CAIS, which reportedly works with over 2,000 wealth management firms overseeing $6 trillion in client assets on its platform, announced it has expanded its existing relationship with JPMorgan through a new partnership with its asset management arm.

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Under the new partnership, CAIS is adding strategies from JPMorgan Asset Management to its platform. An evergreen PE fund focused on the small and mid-market space, specifically seeking secondaries and co-investments, has been launched on the CAIS Marketplace, with more strategies to be added over time.

“The broadening access of alternative investments is an undeniable trend reshaping the investment landscape,” said Shawn Khazzam, head of private wealth alternatives at JPMorgan Asset Management said in a statement. “Interest in the asset class is continuing to grow as a way for investors to diversify and strengthen portfolios.”

Through CAIS, advisors can build up their alts knowledge with access to JPMorgan’s Guide to Alternatives. Under the partnership, JPMAM will also be gaining access to CAIS’ online education platform CAIS IQ, digital marketing support, and integrations with leading custodians.

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Meanwhile, Advyzon has teamed up with iCapital to integrate data on alternative investment funds and activity into its system. The integration provides advisors with streamlined reporting and single sign-on capabilities to manage alternative assets alongside traditional investments, with future plans to incorporate iCapital’s Document Center into Advyzon’s document vault.

“Our innovative partnership with Advyzon exemplifies our mission to create reliable, modular end-to-end reporting and data management services for all our clients,” Steve Houston, managing director and co-head of iCapital Solutions, said in a separate announcement.

The collaboration will also benefit users of Advyzon’s Auria platform announced in November, which is launching in early 2025 for family offices and ultra-high-net-worth clients.

“Advisors and family offices are allocating more of their client’s assets into alternatives,” said Kartik Srinivasan, president of Advyzon Institutional. “This partnership with iCapital addresses a key need to aggregate and report on this growing asset class and provide clients with a holistic view of their wealth.”