Automate Client Onboarding
Import 50 years of portfolio history in minutes. Gmail integration means clients import directly from their inbox - no password sharing. Perfect for wealth managers who need comprehensive portfolio consolidation.
Client Onboarding Challenges
Manual Consolidation
Clients have portfolios across CDSL, NSDL, CAMS, KFintech. Manual entry is slow and error-prone.
Password Friction
Clients don't want to share credentials or navigate complex OAuth flows to import portfolios.
Incomplete History
Getting comprehensive portfolio history (5-50 years) for proper financial planning is nearly impossible manually.
How CASParser Solves This
Gmail Inbox Integration
Clients connect their Gmail via OAuth and CASParser auto-discovers CAS emails from CDSL, NSDL, CAMS, and KFintech. Read-only access - we can't send emails.
- OAuth-based - no password sharing needed
- Auto-discovers CAS attachments
- Client can revoke access at any time
CAS Generator
Automate CAS statement requests from KFintech for any date range. Request comprehensive portfolio history for proper financial planning and analysis.
- Request CAS for any date range
- Up to 50 years of portfolio history
- Perfect for client onboarding workflows
Results You Can Expect
Reduction in onboarding time
Parsing accuracy
Integration time
Ready to Automate Client Onboarding?
See how CASParser can reduce your onboarding time by 70%.