CAIS launches AI tool for financial advisors

Platform provider CAIS has launched CAIS IQ, which is aimed at helping financial advisors learn about alternative investments.

CAIS offers financial advisors access to a ‘curated’ menu of top-tier hedge funds, private markets funds and real estate funds. It complements its fund offerings with independent due diligence provided by Mercer.

According to the company, this new initiative is a move beyond using ‘outdated’ educational methods like whitepapers, and content libraries by using artificial intelligence to make the learning easy.

The backbone of the CAIS IQ platform is called Cerego, which uses AI . . .

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