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Excel Spreadsheet Help

ParaPParaP Member
in Paraplanning tips & tricks

Hi all,

As the title suggests, I need help with creating an excel spreadsheet please. :)

I am wanting to create an excel spreadsheet which quickly shows where a clients existing portfolio asset allocation is in comparison to their suggested asset allocation from the ATR questionnaire.

At the moment this is done manually, which can be rather painful.

Any tips and guidance would be very much appreciated

Chloe

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Comments

  • benjaminfabibenjaminfabi Moderator

    Hi.

    How quickly? And where are you pulling the source data from?

    I have a process that uses a custom table from FE. It's still a bit manual, but it produces output like the attached picture.

    Happy to chat about it, DM me if you like.

    Benjamin Fabi 
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  • RcaisleyRcaisley Member

    @benjaminfabi said:
    Hi.

    How quickly? And where are you pulling the source data from?

    I have a process that uses a custom table from FE. It's still a bit manual, but it produces output like the attached picture.

    Happy to chat about it, DM me if you like.

    Can you send me information please, Selectapensions new reviewer tool has a similar graph that I liked but we decided not to purchase the subscription.

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