What's New In Investments, Funds? – CAIS, Orion

Editorial Staff

8 March 2024

Orion, which provides wealthtech solutions, has chosen CAIS to provide Orion’s wealth advisory and outsourced chief investment office clients access to alternative investment funds and products for diversifying client portfolios and deepening client relationships.

CAIS is an alternative investment platform for independent financial advisors.

“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,” Natalie Wolfsen, Orion’s chief executive, said.

Orion plans to expand access to Orion Portfolio Solutions and Orion Advisor Technology clients “soon,” according to a press release about the partnership.

Demand for alternative investments is rising. A recent CAIS-Mercer survey of more than 250 independent financial advisors found that 85 per cent of them expect to hike allocations to the area by 2025, with 78 per cent saying it helps clients meet goals and objectives.

Orion services, which has $4.1 trillion in assets under administration and $65.9 billion of wealth management platform assets , supports over six million technology accounts and thousands of independent advisory firms.

Founded in 2009, CAIS supports more than 32,000 advisors who oversee more than $4 trillion in network assets.