Step 1: Checkout the available data you can Paste in our system.

Step 2: Gather your data in an excel. You need not have all the data all at once. For instance, if you are adding client data, you can get started with as little as two columns. E.g. Client Name & E-mail ID

Step 3: Once you’re ready with the data, simply paste it in the system and set the column names and hit Save.

Portfolio Reporting Software