Generate a comprehensive and consolidated report from a single investor mutual fund transactions CAS file. Provide insights across all Brokers/ARNs to your investors resulting in a truly whole of market investment report.
Onboard new customers by giving them an effortless report of their existing investments.
Automate your onboarding process by using our CAS Parser to extract transactions with minimal effort.
Integrate into your existing systems and enhance your business processes.
No long term contracts, no hidden costs. Register today and get 10 CAS requests for Free
Register today to get free credits that can be used to generate up to ten CAS transaction reports. Offer valid for limited period.
Simpler than you think.