EXCEL ADD-IN: BUILT FOR BUSINESS TEAMS 

Calculation results & objects directly accessible into Excel 

 

Investment management platforms generate large volumes of calculations every day —  from performance metrics and risk indicators to portfolio analytics and reporting outputs. Teams need fast, reliable access to act on this data — without delays or dependency on specialized resources.

The AMINDIS Excel Add-In gives business users direct access to calculation results and reporting objects in Microsoft Excel — on their own. No need to ask, wait, or rely on others: teams can instantly retrieve the data they need, respond to ad-hoc requests faster, and operate with full autonomy, while staying within a governed framework.

Add-In excel

 

 

 

ACCESS CALCULATION RESULTS AND REPORTING OBJECTS IN EXCEL

No dependencies, no delays
 

From client reporting to ad-hoc analysis, teams can instantly access trusted data directly in Excel — enabling faster responses, smoother operations, and fully autonomous decision-making.

 

Add-In Excel

 

 

    1. EASY TO USE

    Work directly in Excel, with no new tool to learn. Insert data in a few clicks — no exports, no back-and-forth. Save time on every request and stay focused on analysis.

    2. DESIGNED FOR BUSINESS USERS

    Answer client and investor requests instantly. Marketing, sales, and investment teams access needed data independently — no delays, no dependency.

    3. ALWAYS UP-TO-DATE

    Work with live data, every time. No outdated extracts or manual updates — just reliable figures you can use immediately for reporting, analysis and decision-making.

    4. GOVERNED ACCESS

    Access the right data, securely. Each user only sees what they’re allowed to — enabling full autonomy without compromising control or compliance.

 

 

 

KEY BENEFITS

access to all
REACH A WIDER BUSINESS AUDIENCE 
ACROSS THE FIRM    

Extend access to data from our solution to third-party stakeholders (Marketing, Sales, Directors, and any team working in Excel).

One centralized source
ONE SOURCE OF TRUTH - CONSISTENT DATA 
ACROSS TEAMS

Work from a centralized data source. Everyone uses the same figures, in the same format — reducing discrepancies and ensuring consistency across reports, analyses, and client communications.

fast
INSTANT ACCESS - LESS FRICTION, 
MORE PRODUCTIVITY

Get the data you need instantly, directly in Excel. No requests, no back-and-forth — reducing operational workload and enabling teams to move faster on everyday tasks.

 

 

 

EXPLORE MORE TOPICS

 

 

    Building Block Approach

    With AMINDIS’ Building Block Approach, transform complexity into clarity. Create customized analyses that evolve with your strategies and deliver reliable insights.

    Learn more!

    Build your reporting

    Design, automate, and deliver tailored reports with AMINDIS. Our no-code solution centralizes workflows, ensures consistency, and adapts to any format, regulation, or client need.

    Learn more!

    Client Portal

    Unlock a tailored digital experience with intuitive, role-based dashboards. The AMINDIS Client Portal delivers immersive insights, real-time data, and seamless navigation for every stakeholder.

    Learn more!

 

 

FROM INSIGHT TO IMPLEMENTATION: EXPLORE THE RIGHT MODULE

These modules form the core foundation to help you implement your processes efficiently and with precision. 

Publisher

AMDIS: Publisher

Publisher

INDIS: Publisher

 

 

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TAKE CONTROL OVER YOUR DATA IN EXCEL

The AMINDIS Excel Add-In enables teams to access calculation results and reporting objects instantly, directly within Excel. Streamline workflows, reduce friction, and make faster decisions — all without relying on specialized teams.

Preferred by asset owners and managers for its speed, reliability, and ease of use.

Request a personalized demo and see the Add-In in action.

 

 

 

 

REQUEST A FREE DEMO