Atominvest for Word (Beta)

Atominvest for Word (BETA) provides clients of Atominvest with a simple and intuitive Word add-in through which they can access information stored on Atominvest from within MS Word, to faciliatate easy creation & updates of custom reports using data from Atominvest.

[Beta Disclaimer]

Atominvest for Word is currently in active development. As such, users could experience performance issues while using this Beta version.

REPORT BUILDER

Easily create and refresh MS Word reports (e.g. Quarterly Reports, Valuation Reports, Company Tearsheets etc.) in real time using data from Atominvest.

Customers can pull all their portfolio management data stored on Atominvest from within MS Word by using our Word add-in. This includes information on investments, funds, assets, securities along with portfolio cashflows, financial metrics, operating KPIs and ESG data.

Our dynamic formula builder and database search functionality allows users to easily search the data they have available on Atominvest and build custom queries to extract data in bulk from Atominvest into MS Word.

Refresh functionality allows users to update their MS Word documents at a click of a button.

ABOUT ATOMINVEST

Atominvest provides modern software for the asset management and private markets industry. We provide solutions across portfolio management, valuations, ESG and fund administration and investor relations, reporting and onboarding. For more information or to request a demo, please visit https://www.atominvest.co/.

Note: Atominvest for Word (Beta) is a tool intended for use by clients of Atominvest, and requires a valid Atominvest licence.