Overview
Portfolio Links let advisors and wealth managers create branded collection pages where clients can upload their CAS PDFs. The parsed portfolio data is emailed to the advisor automatically. Use case: Collect CAS from clients without building any integration. Share a link, clients upload, you get parsed data.How It Works
Getting Started
- Go to app.casparser.in/portfolio-links
- Click Create Link
- Enter your company name, slug, and notification email
- Optionally upload a logo for your branded page
- Share your link:
link.casparser.in/{your-slug}
Use Cases
| Use Case | Approach |
|---|---|
| Per advisor/RM | Each relationship manager creates their own link |
| Per client segment | Different links for HNI, retail, corporate clients |
| Per campaign | Track submissions by marketing campaign |
| Per branch/city | Separate links for different office locations |