Software Updates
We offer this service to our clients that need to update their CASI software. The Update files are the executable portion of the system only. A new system or re-installation requires the auxiliary files located in the Full Install CASI distribution file (call for Full Install downloads if not available below). Please be sure you download the correct program and version. To apply the update, download the file, save it to your hard disk or desktop and choose Open/Run or double-click the file to begin the installation. Carefully check the installation folder selected to be sure it is correct. Updates incorporate all prior changes.
The following Update files are incremental UPDATES only. Major version changes or re-installation requires a Full Install file. If you have any questions call CASI Support at 410-675-7880 for assistance.
Ameritrade, Inc. Representative downloads Please contact Ameritrade, Inc. for further information and support.
CAS Rebalance System downloads Update - Rebalance System -- version 2.1.4
CAS Snapshot System The CAS Snapshot program for FCSI dbCAMS+ users has been licensed by FCSI and is being distributed under the name dbLITE. FCSI will be distributing future updates to the dbLITE system. Please call FCSI for support on dbLITE.
Fidelity Advisor Channel 6.7 downloads Install - CAS Connection FIAG (FCSI dbCAMS+ provider code IAG) -- version 6.25.14
Install - CAS Connection NFSC (FCSI dbCAMS+ provider code FAP) -- version 6.25.14
Fidelity Advisor Channel 6.8 downloads Install - CAS Connection FIAG (FCSI dbCAMS+ provider code IAG) -- version 6.25.14
Install - CAS Connection NFSC (FCSI dbCAMS+ provider code FAP) -- version 6.25.14
Lewco Representative downloads Lewco Interface for Broker's Notebook -- version 1.1.1
LPL Representative downloads Linsco Private Ledger Interface for Broker's Notebook -- version 1.0.5
McDonald Representative downloads McDonald Interface for Broker's Notebook -- version 1.0.8
Mesirow Representative downloads Mesirow Interface for FCSI dbCAMS+ -- version 1.5.1
Please contact Mesirow for install procedure.
Raymond James Financial Services Representative downloads (RJDDT) Update - CAS Connection RJFS to CDS/SmartOffice and dbCAMS+ -- version 2.3.36
Update - CAS Connection RJFS to CDS/SmartOffice and dbCAMS+ -- VISTA BETA version 2.4.2
User Guide - CAS Connection RJFS to CDS/SmartOffice and dbCAMS+
- User Guide help file will install to c:\pwrlink\download\ Update - RJFS to Advent Axys Interface -- version 3.0.6 Update - CAS Connection RJFS to Synapsys CRM -- version 1.0.5
User Guide - CAS Connection RJFS to Synapsys CRM CASI Extract for RJ Asset Allocation-Plan 4 Life - please call
CASI Extract User Guide Broker's Ally Download -- version 1.0
Broker's Ally Download Users Guide
Wells Fargo Inc. Representative downloads Update - CAS Connection Wells Fargo to E-Z Data CDS/SmartOffice and FCSI dbCAMS+ -- version 1.1.10
User Guide - CAS Connection for Wells Fargo to E-Z Data CDS/SmartOffice and FCSI dbCAMS+
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