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PerTOOLS Automatic Data Extractor for Excel

by Totally Un Limited Company

PerTOOLS Automatic Data Extractor for Excel allows you to link to and update your MS Excel? reports automatically with qualitative or quantitative data stored in your PerTrac? database.

PerTOOLS Automatic Data Extractor for Excel allows you to link to and update your MS Excel™ reports automatically with qualitative or quantitative data stored in your PerTrac™ database.

Benefits

  • Automatically update spreadsheets when your PerTrac™ database is updated.
  • Create spreadsheets that can be linked to and automatically updated from PerTrac™ via Excel cell formulae.
  • Import Monthly returns, NAV’s and Funds Under Management into MS Excel™ automatically.
  • Import qualitative data such as addresses, phone numbers, Inception date, and all the other qualitative fields available in Pertrac™.
  • This add-in can save days each month. No more rekeying data from PerTrac™ into MS Excel™ or using complicated reports or other software.
  • Data is automatically refreshed when the spreadsheet is opened ensuring that you are always using the latest data. In addition, you can refresh at the press of a button.
  • Functions are very fast allowing the user to build complex spreadsheets that run quickly.
  • Perform bespoke calculations in MS Excel™.
  • Plot dynamic charts that update automatically.
  • Build charts and calculate statistics for use in presentations.
  • Automatically update your Powerpoint presentations.
  • Maintain peer groups in MS Excel™ that can be added to or changed in a matter of seconds.
  • Build easy-to-update custom reports with your company’s branding. You can have complete control over these reports rather than being limited by fixed templates.
  • Imagine a presentation with 50 different data series in it. Rather than calculating 50 sets of different statistics and updating 50 charts each month, this will enable you to do it automatically!
  • Also, full VBA compatibility is provided so that if you wish to use the functions via VBA, this is easily possible.

Each month, you can automatically and easily update:

  • Excel reports
  • Presentations
  • Statistics
  • Peer groups
  • Charts
  • And much much more…

 

Price list
PerTOOLS Automatic Data Extractor for Excel 1.250,00 €



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