CAIS launches AI tool to simplify alternative investing

October 23, 2025

CAIS has launched CAISey, an AI-powered assistant designed to revolutionise how financial advisors interact with alternative investment opportunities.

The tool, now integrated into the CAIS platform, enables advisors to swiftly discover, analyse, and compare funds, transforming what was once hours of research into minutes of actionable insights.

CAIS Co-president Brad Walker said, “CAISey is more than a tool; it is a new interface for information across the alternative investment ecosystem. By fusing data with conversational intelligence, CAISey delivers a new interface for information – empowering advisors to deliver greater impact.”

CAISey builds upon CAIS’ mission to digitise and democratise alternative investments, making it easier for independent advisors to access sophisticated investment opportunities.

Among its standout features is instant, conversational discovery, allowing advisors to pose direct questions such as “What are the liquidity terms for these private credit funds?” or “Which real estate funds on the platform have these investment objectives?” and receive data-backed responses within seconds.

The system also delivers comprehensive fund intelligence, consolidating data from hundreds of thousands of fund documents to give advisors a unified hub for analysis. This centralised access removes the friction traditionally associated with sourcing and comparing complex fund information.

Furthermore, CAISey’s integrated learning and insights capabilities, supported by CAIS IQ, merge fund data with educational materials, helping advisors to simultaneously enhance their knowledge and apply insights effectively within the same ecosystem.

CAIS chief technology officer Kan Kotecha said, “CAISey represents a major step forward in CAIS’ mission to transform access to alternative investments through technology.

“By seeking to reduce time around product research and discovery and streamlining complex workflows, CAISey can deliver a faster, more intuitive experience that enables advisors to serve their clients with confidence.”