For Wealth Managers

Automate Client Onboarding

Access 50+ years of mutual fund transaction history from CAMS and KFintech via CAS parsing. Gmail integration means clients import directly from their inbox — no password sharing. Perfect for wealth managers who need comprehensive portfolio consolidation.

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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 transaction history (5-50 years) for proper financial planning is nearly impossible manually.

How CASParser Solves This

No Password Sharing

Gmail Inbox Integration

Clients give a one-time read-only OAuth consent with infinite validity. CASParser only reads emails from verified CAS authorities (CDSL, NSDL, CAMS, KFintech) and ignores everything else. We can't send emails or access other data.

  • One-time consent, infinite validity, no re-authorization needed
  • Restricted to CAS sender emails only (CDSL, NSDL, CAMS, KFintech)
  • Client can revoke access at any time
50 Years of History

CAS Generator

Automate CAS statement requests via CAMS/KFintech for any date range. CAMS and KFintech share data internally, so you get the complete mutual fund portfolio regardless of the source.

  • Request CAS for any date range
  • Up to 50+ years of transaction history
  • Perfect for client onboarding workflows
No Code Needed

Portfolio Links

Branded portfolio collection pages you can share with clients via WhatsApp, email, or SMS. Clients visit your link, upload their CAS PDF, and you receive parsed portfolio data via email instantly.

  • Custom branded page: link.casparser.in/your-company
  • Zero code, zero integration required
  • Parsed data delivered to your email instantly

link.casparser.in/your-company

Share via WhatsApp, email, or SMS

Results You Can Expect

70%

Reduction in onboarding time

97%

Parsing accuracy

5 min

Integration time

Frequently Asked Questions

How does Gmail import work for client onboarding?
Clients give a one-time read-only OAuth consent with infinite validity. CASParser only reads emails from verified CAS authorities (CDSL, NSDL, CAMS, KFintech) and ignores everything else. No passwords are shared. Clients can revoke access at any time. Download URLs expire in 24 hours.
How far back can CASParser pull transaction history?
CAMS and KFintech CAS statements can contain up to 50+ years of mutual fund transaction history, including all purchases, redemptions, SIPs, switches, and dividends. This enables complete capital gains, XIRR, and CAGR calculations.
Can I white-label the portfolio import experience?
Yes. The Portfolio Connect UI SDK (@cas-parser/connect) supports full branding customization including custom colors, fonts, your company logo, and custom messaging. Your clients see your brand, not CASParser.
Is client portfolio data stored on CASParser servers?
No. CASParser does not store any parsed data after processing. All data is transmitted over encrypted HTTPS connections. We are hosted on Indian infrastructure for data sovereignty.

Read more: Portfolio Connect UI SDK Guide | Pricing

Ready to Automate Client Onboarding?

See how CASParser can reduce your onboarding time by 70%.

Speak to an Engineer Get API Key