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Custom Advisor Solutions, LLC - Home Page

Since 1993 Custom Advisor Solutions, Inc. and it's successor Custom Advisor Solutions, LLC (CAS) has earned the trust and confidence of investment professionals by providing customized software solutions that empower advisors to excel. From the smallest independent planners to the largest Broker/Dealers,. CAS has earned the reputation as the technology consultant of choice by adhering to one simple philosophy. Contact Custom Advisor Solutions, LLC at (410) 675-7880. Last updated January 1, 2014.

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Custom Advisor Solutions, LLC - Home Page | advisorsolutions.com Reviews

https://advisorsolutions.com

Since 1993 Custom Advisor Solutions, Inc. and it's successor Custom Advisor Solutions, LLC (CAS) has earned the trust and confidence of investment professionals by providing customized software solutions that empower advisors to excel. From the smallest independent planners to the largest Broker/Dealers,. CAS has earned the reputation as the technology consultant of choice by adhering to one simple philosophy. Contact Custom Advisor Solutions, LLC at (410) 675-7880. Last updated January 1, 2014.

INTERNAL PAGES

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1

Custom Advisor Solutions, LLC - Our Clients

http://www.advisorsolutions.com/client.htm

We work with many firms who rely on our unique blend of industry knowledge and computer expertise to provide fast, effective, industry-specific solutions. Following is a list of some of the Broker/Dealers we have worked with. Fidelity Investments / National Financial Services Corp. HD Vest Financial Services. Raymond James Financial Services, Inc. Advisor Tools (Books and Overdrive). Allied Financial Software (Act4Advisors / Software4Advisors). EZ Data (EBIX CRM formerly CDS). Last updated January 1, 2014.

2

Custom Advisor Solutions, LLC - Order FOrms

http://www.advisorsolutions.com/orderforms.htm

Financial services professionals can print and mail order forms below. Ameritrade, Inc. Representative Order Forms. Please contact Ameritrade, Inc. for further information and support. CAS Consolidator System Order Forms. Order Form - CAS Consolidator Managed Account Transaction Consolidator for Pershing InfoDirect FTP to Morningstar Principia CAMS. CAS Rebalance System Order Forms. Order Form - CAS Rebalance System. Dain Rauscher Representative Order Forms. First Clearing Corp Representative Order Forms.

3

Custom Advisor Solutions, Inc. - Products & Services

http://www.advisorsolutions.com/products.htm

We offer general consulting services in practice operations. We can analyze your practice and make recommendations in almost any area. Our specialty is portfolio management systems. You can avoid the time consuming and error prone task of choosing a new system by letting us help you to match your specific needs to the right system. CASI has years of experience designing integrated solutions linking B/D data with professional advisors software tools. We ll help you unlock the power of your software tools.

4

Custom Advisor Solutions, LLC - Home Page

http://www.advisorsolutions.com/index.html

Since 1993 Custom Advisor Solutions, Inc. and it's successor Custom Advisor Solutions, LLC (CAS) has earned the trust and confidence of investment professionals by providing customized software solutions that empower advisors to excel. From the smallest independent planners to the largest Broker/Dealers,. CAS has earned the reputation as the technology consultant of choice by adhering to one simple philosophy. Contact Custom Advisor Solutions, LLC at (410) 675-7880. Last updated January 1, 2014.

5

Custom Advisor Solutions, LLC - New Products

http://www.advisorsolutions.com/newprod.htm

MORNINGSTAR CAMS (formerly FCSI dbCAMS ) is no longer distributing or supporting dbLITE. We are offering a version of our Snapshot System as a replacement. We wrote the dbLITE system for FCSI.We are again offering our Snapshot system to replace the dbLITE system. Snapshot is designed to offer offices a quick and easy way to access their Cams data without training. It is particularly beneficial to the Advisor while they are on the phone with clients. Please call us for further details.

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Custom Advisor Solutions, LLC - Home Page

Since 1993 Custom Advisor Solutions, Inc. and it's successor Custom Advisor Solutions, LLC (CAS) has earned the trust and confidence of investment professionals by providing customized software solutions that empower advisors to excel. From the smallest independent planners to the largest Broker/Dealers,. CAS has earned the reputation as the technology consultant of choice by adhering to one simple philosophy. Contact Custom Advisor Solutions, LLC at (410) 675-7880. Last updated January 1, 2014.

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The Advisor’s Toolbox. Welcome Financial Advisors To. The Premier Financial Advisors' Business Development Virtual Consulting and Coaching Service. This is the place to go when you are tired of working harder and are ready to work smarter. join the Advisor Solutions' Online Community. Become a Free Member Today! Just enter your information below, it is that simple. Our privacy policy keeps your email safe and secure.We do not sell, rent, or share your email information with ANYONE!