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The client pack that matches the ledger, every quarter.
Client packs, fund factsheets, performance and attribution reports, board packs. The same deck, rebuilt from the same systems every cycle, signed off by someone whose name is on it. INSYNCR binds each text box, chart and table in Microsoft PowerPoint to the data it comes from.
No credit card · Your data stays on your PC · Windows, Office 2016+
- Ashworth Family Trust
- Brightwater Pension
- Calderbank Holdings
- Dunmore Foundation
- Eastvale Partners
- 1Connect the source
- 2Bind the shapes
- 3Rule the formatting
- 4Generate one per record
What this industry runs on INSYNCR.
Client and performance packs
One template per client or fund. Snapshot produces one file per client, PowerPoint or PDF, named as you name them, in one run.
Factsheets and board packs
Monthly or quarterly, from the performance system through ODBC or OData, or from the Excel model the team already keeps.
Regulatory and compliance reporting
Figures that trace to a row and a column. A reviewer checks what changed, not the whole deck.
What this industry asks before it buys.
Compliance has to trace every figure on the slide back to the system it came from.
Each bound shape holds the connection, the query and the field it reads. Opening the shape shows where the number came from, and a refresh is the check rather than a separate reconciliation. Nothing is pasted, so nothing can be pasted wrong.
Link once. Refresh forever.
Link the pack once
Open the existing pack. Bind each figure, chart and table to its cell, query or view.
Filter per client or fund
One template, one filter per client. Snapshot generates the set.
Refresh at period end
New period, new data, one click. The audit trail is the link itself.
Excel and Excel Online, SQL Server, Oracle, PostgreSQL, ODBC and OData connections to the performance and portfolio systems, SharePoint.
- Schroders
- Creative Planning
- Millennium Management
- Fairstone
- Equity Methods
Named as the site names them. All customers.
"Once I linked the objects for the first company, I could generate all the scorecards in one click."Head of Sustainability Analytics, private equity
Professional for this report
Professional reaches SQL Server, Oracle, PostgreSQL, ODBC and OData, which is where the portfolio and performance data lives. Business is enough when the model is in Excel and SharePoint.
Questions from this industry
Can one template produce a separate pack for every client?
Yes. Snapshot runs the template once per client, fund or account and saves one PowerPoint or PDF each, named by the value that drives it.
Does client data leave our network?
No. INSYNCR runs inside PowerPoint on the analyst's PC and reads the systems with that person's credentials. Nothing is uploaded and nothing is stored by us.
We already have think-cell for charts. Does it clash?
No. think-cell draws the chart; INSYNCR keeps the number behind it current. Most teams use both.
The pages behind this one.
Wondering what the rebuilding costs you now? Put four numbers in and see