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Custom Advisor Solutions, Inc. Solutions for the Financial Services Industry

 

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.

                                     

Contact Custom Advisor Solutions, Inc. at (410) 675-7880. 
Address:126 South Chester Street, Baltimore, MD 21231. Your comments and suggestions are always welcome.  E-Mail Custom Advisor Solutions.  (c) Copyright 1998-2008, Custom Advisor Solutions.  All Rights Reserved.  Reproduction in whole or part without explicit permission is prohibited.  

Last updated January 10th, 2008.