How it Works
Join us and take a CAS Subscription.
Your Advisory. Your Way.
You choose the combination that best suits you and your firm.
1 to 3 Users / 4 to 10 Users / 10 + Users
Support and Implementation
Training
Initial one hour online
Tutorials
Access online video tutorials
Further Support
Further tailored one to one support is available
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.
and how we differentiate ourselves.”
and for winning and onboarding clients.”
and helped us train our people.”
use CAS.”
client advisory system by far.”