Instant Advisory Using CAS
Acquire users by providing your
unique recommendations on top of their historical investments.
Retain users by providing them
a one stop solution to track their historical investments.
Refer the APIs for the technical details
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 |
| 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 |