Retain and Acquire users through CAS

Access complete historical transaction data via Consolidated account statement (CAS)

Instant Advisory Using CAS







Acquire users by providing your
unique recommendations on top of their historical investments.

CAS Report

Retain users by providing them
a one stop solution to track their historical investments.

CAS Report

You are losing investors without their historical transactions


Features Traditional MF Platforms Fintech Primitives
Data quality Garbage in, Garbage out Yes
All historical data Not available Yes
Ability to customize and build beautiful visualizations on top of the API Not available Yes
Calculated final holdings Not available Yes
Regular monitoring and updation of the CAS algorithm Not available Yes
Integration Support
Features Traditional MF Platforms Fintech Primitives
Technical queries Anywhere between 3-15 days to reply back Within 24 business hours
Integration support Not available Technical guidance from the product and engineering team
New use cases Not available Guidance from the product and engineering team