Cais

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Retrieved on: 
Wednesday, August 4, 2021
Professional Services, Education, Human Resources, Finance, Other Education, Consulting, Banking, Articles, Intelligence, Developmental psychology, Educational psychology, Academic disciplines, Mind, Intelligence quotient, Cais, Learning, CAIS, Educational technology

The partnership will integrate Buckinghams original content into the CAIS IQ learning platform to provide Buckingham's financial advisors with learning and development opportunities on topics ranging from the science of client motivation to strategies around building and protecting wealth.

Key Points: 
  • The partnership will integrate Buckinghams original content into the CAIS IQ learning platform to provide Buckingham's financial advisors with learning and development opportunities on topics ranging from the science of client motivation to strategies around building and protecting wealth.
  • CAIS IQ uses artificial intelligence and machine learning to scale proven cognitive science and empower financial advisors to learn faster and remember longer.
  • CAIS IQ is modular and works best when consumed in short bursts to accommodate the busy schedules of financial advisors.
  • Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client service.

CAIS Proud to Serve as Exclusive Sponsor for Alternative Investments Track at SALT NY

Retrieved on: 
Thursday, July 8, 2021
Cais, Alternative investment, Draft:CAIS Group

NEW YORK, July 8, 2021 /PRNewswire/ -- CAIS , the leading alternative investment platform, today announced an exclusive partnership with SALT, a premier global thought leadership forum, for its upcoming SALT NY conference.

Key Points: 
  • NEW YORK, July 8, 2021 /PRNewswire/ -- CAIS , the leading alternative investment platform, today announced an exclusive partnership with SALT, a premier global thought leadership forum, for its upcoming SALT NY conference.
  • As part of this exclusive partnership, CAIS platform members within the financial advisory and independent wealth management community will receive complimentary passes to attend SALT.
  • "SALT is aligned with our mission to empower financial advisors with the knowledge they need to allocate to alternative investments," said Matt Brown, Founder and CEO of CAIS.
  • "CAIS has built a robust, well-curated marketplace for alternative investments where financial advisors and asset managers engage and transact on a large scale.

SHAREHOLDER ALERT: Rigrodsky Law, P.A. Announces Investigation of CAI International, Inc. Merger

Retrieved on: 
Friday, June 25, 2021
Cai, Cais, Fiduciary, New York Stock Exchange, C.A. Independiente de La Chorrera

announces that it is investigating CAI International, Inc. (CAI) (NYSE: CAI ) regarding possible breaches of fiduciary duties and other violations of law related to CAIs agreement to be acquired by Mitsubishi HC Capital Inc. (OTC: MIUFY ).

Key Points: 
  • announces that it is investigating CAI International, Inc. (CAI) (NYSE: CAI ) regarding possible breaches of fiduciary duties and other violations of law related to CAIs agreement to be acquired by Mitsubishi HC Capital Inc. (OTC: MIUFY ).
  • Under the terms of the agreement, CAIs shareholders will receive $56.00 in cash per share.
  • To learn more about this investigation and your rights, visit: https://www.rl-legal.com/cases-cai-international-inc .
  • You may also contact Seth D. Rigrodsky or Gina M. Serra cost and obligation free at (888) 969-4242 or [email protected] .

CAIS Expands Board of Directors with Technology Leadership

Retrieved on: 
Wednesday, January 13, 2021
Finance, Consulting, Banking, Professional services, Other Professional Services, Todd Boehly, Cais, Cais, Eldridge

CAIS , the leading alternative investment platform, today announced Ellen Levy and Neal Pawar have joined the companys Board of Directors.

Key Points: 
  • CAIS , the leading alternative investment platform, today announced Ellen Levy and Neal Pawar have joined the companys Board of Directors.
  • The expanded Board of Directors brings deep industry expertise in technology and innovation, amplifying strengths of current board members and the CAIS leadership team.
  • Our growing Board of Directors brings both strong technology experience and deep networks that will continue to elevate CAIS position as a fintech leader, said CAIS Founder and CEO Matt Brown.
  • In connection with this investment, Todd Boehly, Co-founder and CEO of Eldridge, and Todd Gilbert, Principal at Eldridge, joined the CAIS Board of Directors.

CAIS Announces New Integration with Orion for Seamless Transaction Reporting

Retrieved on: 
Thursday, December 3, 2020
Professional services, Data management, Technology, Finance, Software, Banking, Finance, Money, Alternative investment, Investment, Cais, Cais, Charles Schwab Corporation, CAIS, Orion Advisor Solutions

This new partnership marks CAIS first automated data and reporting integration with an advisor-tech firm, providing advisors with a more robust view of their alternative investments.

Key Points: 
  • This new partnership marks CAIS first automated data and reporting integration with an advisor-tech firm, providing advisors with a more robust view of their alternative investments.
  • CAIS has been a champion of the independent advisor community bringing improved access and education to alternative investments, said Trent Mumma, Chief Product Officer at Orion.
  • As demand grows for access to non-correlated assets, our integration with CAIS will play an important role in helping advisors meet the long-term financial goals of investors.
  • CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab and Pershing, making investing in alternatives simple.

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

Retrieved on: 
Tuesday, August 25, 2020
Banking, Other Professional Services, Professional services, Finance, Cais, Cais, Financial adviser, Pershing

Financial advisors on the Pershing platform who use CAIS will also have access to CAIS IQ, the learning system that helps advisors learn faster, remember longer and enhance client outcomes.

Key Points: 
  • Financial advisors on the Pershing platform who use CAIS will also have access to CAIS IQ, the learning system that helps advisors learn faster, remember longer and enhance client outcomes.
  • CAIS and Pershing share a commitment to optimizing the client experience to be simpler and more efficient for financial advisors, said Matt Brown, Founder and CEO of CAIS.
  • Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.
  • CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab and Pershing, making investing in alternatives simple.

CAIS Announces Rapid Advisor Adoption for New Learning Platform

Retrieved on: 
Thursday, August 13, 2020
Technology, Finance, Consulting, Professional services, Software, Other Education, Training, Data management, Education, Intelligence, Intelligence quotient, Psychometrics, Cais, Toyota iQ, Motor vehicles, Transport, Vehicles

CAIS IQ combines artificial intelligence with peer-reviewed learning science thats proven to work on web and mobile.

Key Points: 
  • CAIS IQ combines artificial intelligence with peer-reviewed learning science thats proven to work on web and mobile.
  • CAIS IQ helps financial advisors get smart on what they need to know in just minutes a day, said CAIS Founder and CEO Matthew Brown.
  • CAIS IQ was announced to the industry in Q4 of 2019 and was made generally available in Q2 of this year.
  • Additionally, CAIS provides an industry leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.

ONLY 7 PERCENT OF POOLS OPENED AS SCHEDULED, ACCORDING TO NEW REPORT FROM COMMUNITY ASSOCIATIONS INSTITUTE

Retrieved on: 
Wednesday, July 8, 2020
Organizations, Cai, Community Associations Institute, Cais, Community association, Articles, Government

Falls Church, VA, July 08, 2020 (GLOBE NEWSWIRE) -- A significant portion (41%) of community association pools have not opened this season because of the COVID-19 pandemic, while 30% of communities have opened pools following a delay, according to a new report released by Community Associations Institute (CAI) .

Key Points: 
  • Falls Church, VA, July 08, 2020 (GLOBE NEWSWIRE) -- A significant portion (41%) of community association pools have not opened this season because of the COVID-19 pandemic, while 30% of communities have opened pools following a delay, according to a new report released by Community Associations Institute (CAI) .
  • For more information about the impact of COVID-19 and community associations, visit CAIs Coronavirus Resources page .
  • The vast majority (92%) report that their community engages a professional community association manager or management company (full-time, part-time, or contract).
  • Our mission is to inspire professionalism, effective leadership, and responsible citizenshipideals reflected in community associations that are preferred places to call home.

CAIS Surpasses $10B in Transaction Volume and Successfully Adapts to the New Normal

Retrieved on: 
Thursday, June 4, 2020
Professional services, Data management, Technology, Finance, Software, Consulting, United States securities law, Securities Investor Protection Corporation, Cais, Financial Industry Regulatory Authority, Economy of the United States, Government, Federal government of the United States

CAIS ended 2019 with a strong balance sheet and is well positioned for continued profitability and expansion in 2020, commented Tim Shannon, CAIS President and Chief Financial Officer.

Key Points: 
  • CAIS ended 2019 with a strong balance sheet and is well positioned for continued profitability and expansion in 2020, commented Tim Shannon, CAIS President and Chief Financial Officer.
  • The CAIS platform is designed to be dynamic and frequently adapts its menu of funds and products to changing market conditions.
  • We are proud to have many of Mercers highly-rated managers and strategies available on the CAIS platform.
  • CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC.

CAI Supporting Feeding America’s COVID-19 Response Fund with $100K Donation

Retrieved on: 
Tuesday, April 14, 2020
Data management, Other Communications, Technology, Public relations, Investor relations, Finance, Marketing, Consulting, Communications, Professional services, Philanthropy, Foundation, Software, Other Philanthropy, Networks, Internet, Cai, C.A. Independiente de La Chorrera, Cais, CAI, Feeding America

a privately held business technology services firm with offices throughout the United States, Canada, Europe and the Asia-Pacific region, today announced its support of Feeding America through a $100,000 contribution to the COVID-19 Response Fund.

Key Points: 
  • a privately held business technology services firm with offices throughout the United States, Canada, Europe and the Asia-Pacific region, today announced its support of Feeding America through a $100,000 contribution to the COVID-19 Response Fund.
  • CAIs long-standing commitment to purpose-driven leadership and community involvement is engrained in our culture and part of the fabric of our organization, said Tom Salvaggio, President of CAI.
  • Additionally, CAI extends an opportunity to their over 6,000 associates and to the extended business community who are interested in contributing to Feeding America.
  • The need for contributions is paramount and the necessity of the Feeding America network has never been more evident.