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.
- 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
- Peer groups
- And much much more…