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Custom Advisor Solutions, LLC   Solutions for the Financial Services Industry

 

 
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Software Updates

Software Updates 


We offer this service to our clients that need to update their CAS LLC software. The Update files are the executable portion of the system only. A new system or re-installation requires the auxiliary files located in the Full Install CAS distribution file (call for Full Install downloads if not available below). Please be sure you download the correct program and version. To apply the update, download the file, save it to your hard disk or desktop and choose Open/Run or double-click the file to begin the installation. Carefully check the installation folder selected to be sure it is correct. Updates incorporate all prior changes. 

The following Update files are incremental UPDATES only. Major version changes or re-installation requires a Full Install file. If you have any questions call CAS Support at 410-675-7880 for assistance.



CAS Rebalance System downloads 

Update - Rebalance System -- version 2.1.4


CAS Snapshot System 

The CAS Snapshot (CAMS data-viewer) program is again being offered. Please call CAS to find out more information on this offering.


Lewco Representative downloads 

Lewco Interface for Broker's Notebook -- version 1.1.1


LPL Representative downloads 

Linsco Private Ledger Interface for Broker's Notebook -- version 1.0.5


McDonald Representative downloads 

McDonald Interface for Broker's Notebook -- version 1.0.8


Mesirow Representative downloads 

Mesirow Interface for CAMS -- version 1.5.2
Please contact Mesirow for install procedure.


Raymond James Financial Services Representative downloads  (RJDDT)

Update - CAS Connection RJFS to CAMS and CDS/SmartOffice -- version 4.0.24

User Guide - CAS Connection RJFS to CDS/SmartOffice and CAMS
(Save and run cashelp.exe, then open casconn.hlp to view)

Update - RJFS to Advent Axys Interface -- version 3.0.14

Update - CAS Connection RJFS to Synapsys CRM -- version 1.0.5
User Guide - CAS Connection RJFS to Synapsys CRM


Wells Fargo Inc. Representative downloads 

(discontinued by WFI)

Update - CAS Connection Wells Fargo to E-Z Data CDS/SmartOffice and CAMS -- version 1.1.10

User Guide - CAS Connection for Wells Fargo to E-Z Data CDS/SmartOffice and CAMS


 

 

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RJFS Representative

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Contact Custom Advisor Solutions, LLC at (410) 675-7880.
E-Mail: website@advisorsolutions.com 
Address: PO Box 6001, Baltimore, MD 21231-6001  
(c) Copyright 2017, Custom Advisor Solutions.  All Rights Reserved.  
Reproduction in whole or part without explicit permission is prohibited.  

Last updated January 1, 2017.