Gain a competitive advantage with SpeedSheets -
they provide a range of tools to assist with strategy development and decision-making
for your clients.
For example, the Rate of Return SpeedSheet calculates the relative performance of a
client's portfolio across all investment types.
This personalised and consolidated report is a key driver in the portfolio review process.
SpeedSheets are versatile spreadsheets, designed to accomplish
specific tasks in the areas of accounting, taxation, financial planning and superannuation.
They are purpose-built Microsoft ExcelTM templates, richly endowed with
formulas, macros, and Visual Basic programming.
SpeedSheets operate in a consistent, intuitive manner – simple to learn,
easy to use, ready to go.
SpeedSheets are currently organised into the following categories: