For nearly a decade, Custom Advisor Solutions, Inc. (CASI) has earned the trust and confidence of investment professionals by providing customized software solutions and training that empower advisors to excel.  From the smallest independent planners to the largest Broker/Dealers,  CASI has earned the reputation as the technology consultant of choice by adhering to one simple philosophy.  Focus on building long term relationships with advisors and deliver the exceptional value and superior support that they demand.  With primary expertise in database design, data access (downloads) and portfolio tracking tools, our objective is to consistently exceed our clients’ expectations.