RIA technology giant Orion Advisor Solutions announced that it has struck a partnership with alternative investment marketplace CAIS to provide its clients access to alts funds and products.
Through the deal, Orion’s clients will be able to access a menu of private equity, private debt, private real estate and hedge funds.
The products will initially become available to Orion’s Wealth Advisory and Outsourced Chief Investment Officer (OCIO) clients, but the firm said it plans to eventually extend access to its Portfolio Solution and Advisor Technology clients as well.