Service 02
Excel tools modernisation & integration
Improve tools that remain valuable to the investment process while reducing fragility, manual handling and key-person dependency.
View all servicesWhen this is useful
A practical response to a defined front-office need.
This is for tools whose business logic remains useful but whose performance, data access or controls no longer match the way the team works. Improvements can be delivered in stages while preserving the parts users rely on.
Typical scope
Work shaped around the workflow and its controls.
- Performance and calculation optimisation
- Market, reference and portfolio data integration
- Validation, controls and auditability
- Custom add-ins and reusable shared components
Need help with an Excel tool?
Discuss this service directly.
Briefly describe the workflow, users, data sources and the outcome that needs to change. The initial discussion can focus on whether this service is a sensible fit.