Everysk for Excel

The Everysk for Excel add-in is designed to enable Everysk users to turn their excel workbooks into interactive Everysk interfaces. Using custom functions, users can create, retrieve, update and delete datastores. Additionally, users can kick off workflows using the contents of cells as inputs and receive the workflow output the moment it’s ready.

This enables users to update and trigger their investment workflows from Excel. For example, traders at a hedge fund could save a trade order to the system for what-if analysis. Risk managers could update risk limits for their funds. Compliance officers could trigger a workflow that checks portfolios against pre configured investment guidelines and emails a report to stakeholders.

Note, this is an Enterprise addin that requires a separate Everysk subscription to function. To inquire about obtaining an Everysk enterprise subscription, clients can reach out at https://everysk.com/request-a-live-demo