Investment Portfolio Recommendation Tool

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.


  • 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