Multi-source
CAS Parser
Import supported investor CAS statements into wealth-management onboarding, consolidation, reporting, and service workflows.
Core Capabilities
Multi-source CAS parsing
Client portfolio consolidation
Holding and transaction history
Portfolio Connect embedding options
Inbox, mailback, and file-upload collection paths
Ideal Applications
Wealth managers
RIAs and MFD platforms
Family-office systems
Client reporting
Portfolio review workflows
CAS Processing Workflow
Upload CAS
Send Multi-source CAS via secure API
Parse Data
Extract holdings, transactions, and metadata
Validate
Perform compliance and accuracy checks
Deliver
Return structured JSON data
Why Choose Our Multi-source Parser?
Regulatory Compliant
Built for Indian regulatory requirements and audit standards
High Performance
Process large CAS files in seconds with enterprise-grade infrastructure
Secure Processing
Bank-grade security with data encryption and privacy protection
Simple Integration
Integrate Multi-source CAS parsing with just a few lines of code.
curl -X POST https://api.casparser.in/v4/smart/parse \
-H "x-api-key: YOUR_API_KEY" \
-F "pdf_file=@portfolio.pdf" \
-F "password=INVESTOR_PAN"Start Using Multi-source CAS Parser
Schedule a consultation to discuss your Multi-source CAS parsing requirements and get custom pricing.
Need immediate assistance?