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.
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.

“CAS has enabled me to refocus my business towards advisory services, generating more profitable and rewarding work.”
“CAS is a major factor in how we acquire new clients
and how we differentiate ourselves.”
and how we differentiate ourselves.”
“CAS is great for helping us to stay close to clients
and for winning and onboarding clients.”
and for winning and onboarding clients.”
“We have looked at everything and CAS is simply the best
client advisory system by far.”
client advisory system by far.”
“CAS has changed the way we talk and work with clients and really helped in training our people.”