Portfolio Tracking Applications

CAS Parser enables portfolio tracking apps to:

• Import historical transaction data

• Calculate accurate returns

• Track asset allocation

• Monitor portfolio performance

Case Study: Angel One

Angel One integrated CAS Parser to allow their customers to import their entire investment history with a single upload, providing a comprehensive view of their financial journey.

Financial Analysis Tools

Financial analysis platforms use CAS Parser to:

• Aggregate investment data across accounts

• Perform tax calculations

• Generate financial reports

• Provide investment insights

Case Study: Dezerv

Dezerv reduced their client onboarding time by 70% by automating the import of historical investment data through CAS Parser for their PMS and Wealth Monitor offerings.

Wealth Management Platforms

Wealth management solutions leverage CAS Parser for:

• Client onboarding automation

• Portfolio consolidation

• Financial planning

• Performance reporting

Case Study: Grip Invest Grip Invest uses CAS Parser to help investors understand their existing demat accounts before making alternative investment decisions on their platform.