PlanrX

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