https://catalogartifact.azureedge.net/publicartifacts/94965200.0e9ddaab-cdba-404d-9126-5b41f4e81d65-50dec4b0-1d70-406d-b89e-ad49c7c9448f/image2_Image2.png
PlanrX
par Planr
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Plugin to connect to the data within Planr, enabling the user to view and update this data in Excel
PlanrX brings your portfolio’s metrics and insights straight into Excel, formulas included, so you're working from live numbers instead of last week's export. Adjust, analyze, and build on it like normal spreadsheet data, then sync changes back to Planr or let auto-refresh handle it. Works across multiple companies and funds in one connection, ideal for consolidated and cross-portfolio reporting. Planr Subscription is required to use this PlanrX.
This is an enterprise app, to use PlanrX you must have a Planr subscription. To purchase a subscription contact sales@planr.com
Fonctionnalités de l’application
Lorsque cette application est utilisée, elle
- Peut lire votre document et y apporter des modifications
- Peut envoyer des données via Internet
Vue d’ensemble
https://catalogartifact.azureedge.net/publicartifacts/94965200.0e9ddaab-cdba-404d-9126-5b41f4e81d65-50dec4b0-1d70-406d-b89e-ad49c7c9448f/image0_PlanrXDataRetrieval.png
https://catalogartifact.azureedge.net/publicartifacts/94965200.0e9ddaab-cdba-404d-9126-5b41f4e81d65-50dec4b0-1d70-406d-b89e-ad49c7c9448f/image1_PlanrXLogin.png