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.

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…