How it Works

Join us and take a CAS Subscription.
Your Advisory. Your Way.

CAS includes 16 apps in five bundles

You choose the combination that best suits you and your firm.


Business Prospector™
Personal Prospector™


Business Onboarder™
Corporate Onboarder™

Planning Business

Strategic Planner
Strategic Annual Review
Progress Manager
Services Road Map

Planning Personal

Wealth Tracker™
Wealth Annual Review


Value Builder
Profit Improver
Top Line Improver
Key Performance Manager
Risk Manager
Team Engager

Subscriptions start from as little as £100 per month with no limit on the number of clients with which you can use CAS for:

1 to 3 Users / 4 to 10 Users / 10 + Users

Support and Implementation


Subscriptions include access to your chosen apps as well as future updates plus you also receive automatic membership of the CAS Club with regular meetings for all CAS Users


Initial one hour online training is provided for
Prospecting and Onboarding


Access online video tutorials

Further Support

Further tailored one to one support is available for Planning Business, Planning Personal and Performance as required

Make it Yours

Send us your existing company logo, colours and imagery and we’ll match all of our apps to your company brand!

CAS printed reports will also include your brand colours and logo.

There is a one-off charge for practice branding and for any subsequent sub-branding.
This enables you to present CAS as your branded product and create different brands for different markets if you so wish.