Why Choose Our Excel to PDF Add-in for Investment Reporting

Save time, reduce errors, and deliver polished investment reports - directly from Excel.

Flexible

Fully Customizable Reporting

Tailor every aspect of your investment performance reports. Fonts, logos, colours and layout with ease. Whether you’re creating a MDD or general investment statement, the output is polished and on-brand every time.

Instant

One-Click Report Generation

Once set up, generating PDF reports from Excel data takes just one click. Our Excel report generator streamlines the entire process, saving your team hours of manual formatting and reducing the potential for error.

Interactive

Dynamic Visuals & Calculations

Bring your data to life with fully integrated charts and automated calculations. Our templates generate rich visualizations and dynamic metrics, making complex investment data clearer and easier to understand.

Native

Seamless Excel Integration

No new software to learn. Our Excel PDF Add-in operates within Excel, a platform familiar to asset managers. This allows you to create multiple PDFs from Excel or produce asset management reporting without leaving your workbook.

High-Volume

Scalable Batch Processing

Efficiently handle large-scale reporting with our batch convert Excel to PDF feature. Generate reports from Excel data for multiple clients or funds in one go, ideal for comprehensive portfolio performance reporting.

Expert

Dedicated, Responsive Support

From initial setup to ongoing use, our team provides expert guidance. Whether you’re configuring the Excel Add-in or designing custom investment performance report templates, we ensure a seamless experience.

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How It Works?

Our investment performance reporting software simplifies the creation of professional reports by integrating seamlessly with Excel. Using our Excel PDF Add-in, you can generate PDF reports from Excel data quickly and efficiently, whether producing a single factsheet, a Key Investor Information Document (KIID), or multiple investment performance reports. The process is intuitive, automated, and tailored to your needs.

Custom Setup: Templates + Data Structure

Our team designs a branded investment performance report template that aligns with your style and requirements. We also structure your Excel data to ensure compatibility with our excel report generator, eliminating manual setup and ensuring smooth operation.

Step 1
Get in touch with us today

Update Your Excel Data

With the template in place, updating performance metrics, holdings, or fees is as simple as editing your Excel spreadsheet. Our clear guidelines make creating a report from Excel data straightforward, keeping your workflow efficient.

Step 2
Modify as often as nessesary

Generate Polished PDFs with One Click

Using our Excel PDF Add-in, you can generate PDFs from Excel data instantly. Whether you need one report or want to batch convert Excel to PDF for multiple funds, the process is fast, and reports are automatically saved to your designated folder, ready for distribution.

Step 3
One click PDF generation

Complex Investment Data, Clearly Conveyed

Our investment reporting software transforms complex data into clear documents.

Investment Documents

Investors rely on portfolio performance reporting to gain insight into fund activity. Powered by our investment reporting software, these reports include objectives, top holdings, and performance metrics for robust asset management reporting.

Minimum Disclosure Documents

A Minimum Disclosure Document (MDD), or factsheet, details investments for stakeholders. Our factsheet generator within our investment performance reporting suite ensures compliance and clarity.

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Key Investor Information Documents

Key Investor Information Documents (KIIDs) summarize investment objectives, strategies, and risks. Our investment performance reporting software creates precise, regulatory-compliant KIIDs.

General Investment Statements

General Investment Statements, issued quarterly, summarize recent fees, performance, and changes in holdings, contributing to precise portfolio performance reporting.

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Sample of Produced Investment Reports

Get ready to experience perfectly tailored, error-free reports. Take a look through some of our work below.

Need Changes?
No Problem.

We offer email support, in case you need to make changes to your document templates.

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Factsheets

Email Support

We don’t charge for small changes to your templates. For more significant alterations, we offer free email support hours every month – the number of free hours is dependent on how many documents we create for you.

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We’re ready to customise a PDF generating solution for your business. Reach out to us and let’s save you time and money today!

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