Aumni Fund Excel Add-In for Investment Analysis

About Customer

Our client is a data and analytic solutions provider for smarter investment decisions. They specialize in utilizing advanced technology to extract valuable insights from unstructured documents, shedding light on previously hidden "dark data." Their main mission is to empower leaders in the private capital markets by providing them with critical data-related solutions blending superior technology with exceptional service.

Challenge

The client was looking for a tool through which users can easily download & print investment data on Excel sheets. Users can easily analyze the data and perform different Excel sheet operations by adding data to Excel sheets.

Adding functionality that allows user data and operations to be performed utilizing search and expand features for libraries to access data items has been a significant challenge for our experts.

Technology Used

Microsoft Office Addins

Platform
Reactjs

Frontend Technologies
MS Excel Add-in

Type

Solution

iFour Technolab USA. Inc., a sustainable Excel Add-in development company in the USA, built a plug-in to cope with client concerns. We built an add-in for MS Excel that is easily installable and accessible online anywhere. This Excel sheets add-in helps users select a different dataset with a user-friendly User Interface, load it on Excel sheets, and analyze it. Users can download and display one company by their choice and load the data of the company with a variety of templates like capitalization data.

The solution comprises the following features:

1. Download datasets – The user can download data on excel sheets by selecting different investment datasets.
2. Download company data – The user can download data for a particular company by a searchable dropdown with templates.
3. Templates – The user can select a variety of different templates which is helpful in the visualization of data on sheets.
4. Formula Builder – Users may view any company's specific field data in an Excel sheet in the Formula Builder library. E.g., cost of company, securities of company, etc.

Success Story Sparked:

# Excel Add-in led to a 50% decrease in data analysis time.

# Investment strategies got more efficient and faster.

# Investment data analysis efficiency increased by 40% in just three months.

# Processing time has been reduced to 25%.

Say goodbye to lengthy processing times with futuristic Office 365 Add-ins development. Connect us now.

Conclusion/Results

iFour Technolab USA. Inc. has developed a robust excel sheets add-in, which can help users to conveniently download and print data in excel sheets for better analysis. This solution allows users to seamlessly perform data operations using search and expand features for libraries to access data items more effectively.

We have been in the business for more than a decade and served more than 15 businesses with Google Sheets and Gmail Add-ons development solutions. Whether you need a tailor-made solution or want to explore our existing Add-ins, we’re just a message away. Share your custom Add-in requirements, and let’s revolutionize the way you work!