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Custom Advisor Solutions, LLC

        

Solutions for the Financial Services Industry

 

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Our People


CASI is a group of highly skilled and experienced professionals that are dedicated to providing a high level of client satisfaction. Our development staff includes:

John Murphy, President

John joined CASI in 1996 as a principal consultant to the financial services industry. In 2014 he became President of the company. Since 2004 John has managed CASI product support and program maintenance. John specializes in custom data-download interfaces, data conversions, custom database application programming, and custom reports. John has done data conversions between most major portfolio software systems. He has worked with Advent AXYS, Advisors Assistant, Broker’s Ally, Broker's Notebook, Portfolio Center (formerly CENTERPIECE), EBIX CRM (formerly CDS) E-Z Data, Morningstar Principia CAMS (formerly FCSI dbCAMS+), TechFi PORTFOLIO and many others. John has over 7 years prior experience with an independent retail-brokerage and financial planning office (RJFS). His responsibilities included management of computing and network systems, portfolio tracking systems, client and business reporting, customer service, compliance, and staff supervision. John implemented data downloads from major broker/dealers utilizing FCSI’s dbCAMS+ system and in 1996 founded the Maryland Area dbCAMS+ Usergroup.


Contact John Murphy

 





 

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John Murphy

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Contact Custom Advisor Solutions, LLC at (410) 675-7880. 
Address: PO Box 6001, Baltimore, MD 21231-6001. Your comments and suggestions are always welcome.  E-Mail Custom Advisor Solutions.  (c) Copyright 2017, Custom Advisor Solutions.  All Rights Reserved.  Reproduction in whole or part without explicit permission is prohibited.  

Last updated January 1, 2017.