Core Insights - CAIS, a New York City-based alternative investment platform, has expanded partnerships with Envestnet, Orion, and Vestmark to enhance the management of public and private assets for users [1][3] Group 1: Partnerships and Integrations - The new partnerships will allow users to manage the full lifecycle of alternative investments, reducing operational friction in onboarding, trade processing, fund administration, and custodial connectivity [4] - The integration with Envestnet will provide advisors a single platform to source, allocate, and oversee alternative investments, transforming portfolio management across asset classes [5] - Orion Wealth Management emphasizes that collaboration with CAIS will streamline the integration of public and private investments, enhancing efficiency and transparency for clients [5] - Vestmark's integration with CAIS aims to create a modern foundation for advisors to build diversified portfolios and operate more efficiently [5] Group 2: Industry Context and Trends - The announcement follows CAIS's earlier capability to integrate with third-party TAMPs and managed account platforms, indicating a trend towards expanding access to private markets [2][3] - The industry is witnessing a convergence of technology and alternative investments, which is redefining wealth management practices [5]