_____________
Home
_____________
New Products
_____________
Our Products and Services
_____________
_____________
Our Clients
_____________
Our People
_____________
Software Updates
_____________
Order Forms
_____________
Contact Us
_____________
                               

 

 

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

 

 
_____________
Software Updates

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+


 

 

_____________

RJFS Representative

_____________

_____________

_____________

_____________

_____________

_____________

_____________

 

Adobe Acrobat Link

 
                                     

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 April 7th, 2008.