sdkportfolio-connectwealth-management

Automate Client Onboarding with Portfolio Connect UI SDK

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.

CASParser Team ·

The Client Onboarding Problem

Wealth managers spend hours manually collecting and entering client portfolio data. Clients share screenshots, email PDFs, or describe holdings over phone calls. The result: slow onboarding, data errors, and frustrated clients.

Portfolio Connect UI SDK: The Solution

CASParser’s Portfolio Connect UI SDK is a drop-in component that handles the entire portfolio import flow - file upload, Gmail inbox import, and CDSL OTP fetch - in a single, branded modal.

Quick Start

Install the SDK:

npm install @cas-parser/connect

Open the SDK:

import { CASParserConnect } from '@cas-parser/connect';

CASParserConnect.open({
  accessToken: 'at_your_access_token',
  onSuccess: (data) => {
    console.log('Portfolio imported:', data);
    // data contains structured portfolio JSON
  },
  onExit: () => console.log('Widget closed'),
  onError: (error) => console.error('Error:', error),
});

Three Import Methods in One SDK

1. PDF Upload

Clients drag-and-drop their CAS PDF. The SDK handles password entry and parsing automatically.

2. Gmail Import

Clients give a one-time read-only OAuth consent with infinite validity. The SDK only reads emails from verified CAS authorities (CDSL, NSDL, CAMS, KFintech) and ignores everything else. No password sharing, no re-authorization needed.

3. CDSL OTP Fetch

For real-time demat holdings, clients enter their BOID and verify via OTP. The SDK handles the entire flow including captcha solving.

White-Label Customization

The SDK supports full branding customization:

  • Custom colors and fonts
  • Your company logo
  • Custom messaging and labels
  • Mobile-responsive design

Framework Support

Portfolio Connect works with:

  • React / Next.js - Native component
  • Vanilla HTML/JS - Via UMD bundle (CDN)

Security

  • Access tokens (at_ prefix) are short-lived and generated from your backend
  • Never expose your API key to the frontend
  • Gmail access is read-only with one-time consent (infinite validity, restricted to CAS senders only) - users can revoke at any time
  • No data is stored on CASParser servers after processing

Results

Platforms using Portfolio Connect UI SDK report:

  • 70% reduction in client onboarding time
  • Zero manual data entry errors
  • Higher client satisfaction due to seamless experience

View the live demo or read the documentation.

Related reading:

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