New York, NY – According to filings with the U.S. Securities and Exchange Commission, Capital Integration Systems is raising $340,000,000.00 in new funding. Sources indicate as part of senior management President and Chief Financial Officer, Tim Shannon played a key role in securing the recent investment and it will aid in aggressively expanding the company, as well as broaden and accelerate product development.

About Capital Integration Systems

CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies including, hedge funds, private equity, private credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes. All funds listed on CAIS undergo Mercers independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab, and Pershing, making investing in alternatives simple.

To learn more about Capital Integration Systems, visit http://www.caisgroup.com/

Contact:
Tim Shannon, President and Chief Financial Officer
855-844-2247
tshannon@caisgroup.com
https://www.linkedin.com/in/timothy-shannon-894aa249/

SOURCE: http://www.intelligence360.io
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