Copy/paste data is a great way to add bulk data into the system. When you have lot of data (e.g. client list, list of mutual funds, life insurance policies, stock transaction feeds etc.) it is typically lying in excel sheets.

Portfolio Reporting Software

With our copy/paste feature, you simply copy the data from your excel and paste it here. Next, you need to set the column name and you’re done.

You save tons of time and energy in manually adding this data.