CAIS vs Percent

Detailed side-by-side comparison to help you choose the right solution for your team

Updated Mar 2026 8 min read

CAIS

CAIS is an alternative investment platform that empowers financial advisors and asset managers with efficient access to alternative investments, transforming wealth management through technology and innovation.

0.0 (0 reviews)
Starting at --
Free Trial 14 days
VS

Percent

Percent is an investment platform enabling accredited investors to access private credit deals with potential high returns and portfolio diversification through short- and long-term opportunities.

0.0 (0 reviews)
Starting at --
Free Trial 30 days

Quick Comparison

Feature Monday.com Asana
Starting Price $8/user/mo $10.99/user/mo
Free Plan ✓ Yes (2 seats) ✓ Yes (15 users)
Free Trial 14 days 30 days
Deployment Cloud-based Cloud-based
Mobile Apps ✓ iOS, Android ✓ iOS, Android
Integrations 200+ 100+
Gantt Charts ✓ Timeline view ✓ Timeline view
Automation ✓ Advanced ✓ Basic
Best For Visual teams, automation Task-focused teams

Overview

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CAIS

<p>CAIS is a platform designed to democratize alternative investing by providing financial advisors with streamlined access to alternative investments and structured notes. It serves advisors, asset managers, and banks by offering a technology-driven, end-to-end customizable experience that simplifies the complexities of alternative investment transactions. With thousands of financial advisors and substantial assets under management, CAIS fosters trusted relationships across the wealth management ecosystem.</p> <p>Through CAIS, you can navigate the fragmented alternative investment market more efficiently and connect with a robust network of asset managers and issuers. The platform integrates cutting-edge technology to improve access, operational efficiency, and investor base diversification. It suits financial advisors looking to expand client portfolios with alternatives, providing a powerful toolset for managing diverse investment opportunities.</p>

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Percent

<p>Percent is a specialized investment platform designed for accredited investors seeking to diversify their portfolios by accessing private credit deals. It enables you to invest in various private loans and debt financing opportunities, which historically offer attractive yields and are less correlated with public markets. With options ranging from 3 months to several years in duration, you can match investments with your preferred timelines and risk profiles, achieving portfolio diversification across asset classes and geographies.</p> <p>By using Percent, you get transparent access to pre-vetted deals with extensive borrower and market data, helping you make informed decisions. The platform emphasizes simplicity, allowing you to specify investment parameters and fees only apply to interest earned in direct deals. With monthly income potential and expert support, you can benefit from an alternative asset class that was previously reserved for large institutions, now accessible through a user-friendly marketplace.</p>

Pricing Comparison

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CAIS Pricing

Free
$0
  • Up to 2 seats
  • Unlimited boards
  • 200+ templates
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Percent Pricing

Free
$0
  • Up to 15 users
  • Unlimited tasks
  • List & Board views

Pros & Cons

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CAIS

Pros

  • Highly visual and intuitive
  • Powerful automation
  • 200+ integrations
  • Great mobile apps

Cons

  • Can get expensive for larger teams
  • Free plan limited to 2 users
  • Learning curve for advanced features
A

Percent

Pros

  • Excellent task dependencies
  • Free plan supports 15 users
  • Strong reporting features
  • Great for enterprise teams

Cons

  • Higher starting price
  • Less visual than Monday.com
  • Fewer integrations

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