We offer general consulting services in practice operations. We can analyze your practice and make recommendations in almost any area. Our specialty is portfolio management systems. You can avoid the time consuming and error prone task of choosing a new system by letting us help you to match your specific needs to the right system.

Software Products

CASI has years of experience designing integrated solutions linking B/D data with professional advisors’ software tools.  We’ve developed interfaces that permit easy and accurate transfers between B/D daily downloads and popular software tools. Other products include various custom and standard add-on packages for dbCAMS+ users to increase office productivity and reduce administrative expenses. Our standard products include a Rebalance/Trading system for dbCAMS+ users as well a series of products for Act4Advisors users.

Implementation Services

Transferring your clients to a new system doesn’t have to be a migraine headache.  There’s no need for slow and tedious manual data entry. We can help you accurately convert your data to your new system.  Talk to us about your data conversion needs. We can help!

CASI has helped dozens of advisors quickly and effectively integrate their portfolio tracking systems by providing on-site installation and custom training.  We’ll help you unlock the power of your software tools.  You’ll save time and become more productive.

Custom Development and Maintenance

We can provide custom software solutions including fully customized reports from most portfolio tracking systems. You don’t have to use those generic reports that don’t present client information and account status the way you want. You can have the reports you need, for you or your clients, in the format you want!