Workflow
Envestnet, Orion, Vestmark Expand Integrations with CAIS

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. New York City-based alts platform CAIS announced expanded partnerships with three major wealthtech firms: Envestnet, Orion and Vestmark. The integrations will enable users to manage public and private assets in a more seamless experience. The news comes about eight months after CAIS originally announced the capability to integrate with third-party TAMPs and managed account platforms. It announce ...