Learn about portfolio import, CAS parsing, fintech integration, and the Indian investment landscape.
MF distributors: find client holdings sitting under another distributor's ARN code using the CAS Parser API. Spot AUM you didn't know existed, then file a Change of Broker.
Founders ask us this every week: AA or CAS for portfolio data? The honest answer, based on what wealth-tech teams are actually shipping in 2026, is to build on CAS first and add AA only where it pays off.
If MFCentral is hiding some of your mutual funds, missing your cost basis, or cutting off old transactions, you're not imagining it. Here's what the platform actually covers, what it misses, and which free CAS statement gives you the complete picture for tax filing and return calculations.
A factual, research-backed assessment of India's Account Aggregator framework in 2026. 17 AAs, 135+ FIPs, but joint accounts excluded, bonds still proposed, and you need to be a regulated entity. Here's what the ecosystem actually looks like.
How to integrate CASParser with AI agents using the MCP server, Agent Toolkit, and REST API. Build AI-powered fintech features.
How wealth managers and fintech platforms can use CASParser's Portfolio Connect UI SDK to automate portfolio import with a white-label drop-in component.
MFcentral API shut down in September 2025. Here's what happened, how it affects fintech platforms, and the fastest alternative for portfolio import.
MFcentral's API shutdown in September 2025 left 100+ fintech platforms without portfolio import. Here are your options - and why CASParser is the fastest replacement.
Everything you need to know about extracting portfolio data from Indian financial documents - CAS statements, contract notes, and more.
A technical guide to the different CAS (Consolidated Account Statement) formats in India - CDSL, NSDL, CAMS, and KFintech - and what data each contains.
A detailed comparison of CASParser and Account Aggregator for portfolio import in India. Compare implementation time, cost, features, and when to use each.
Automate CAS statement generation from CAMS and KFintech via API. Request CAS for any date range without manual intervention.
CAS Parser allows you to convert CAS PDF from CAMS/KFintech to CSV/Excel/JSON. A complete guide to CAS statements, NAV, ISIN, and portfolio tracking.