The client is a renowned independent financial advisor. The tool we built for this client automates the creation of individual portfolio recommendations for their clients.
Features:
- programmed in Excel VBA
- The tool incorporates the maintenance of a comprehensive fund database
- Graphical analysis of client’s portfolios
- Maintenance of risk specific master portfolios
- Pre-existing investments can be included
- Multi-User capable
- Backup facility
- Email and PDF facility included
- User level specific login functions with password protection
If interested in our services, please contact us for a free quote.
Excel Software Solutions
- Data Mapping Tool
- Day Trader Analysis Tool
- Integrated Contractor’s Administration and Accounting Tool in Excel
- Management Reporting Tool
- Multi-Currency Cash Book in Excel
- Payroll and Personnel Costs Planning Tool
- Quotation Tool using Excel VBA
- Sales Forecasting Tool
- Upgrade to New Excel Versions
- Workflow Automation For Personnel Planning