New Product: Excel Add-In


With the release of the new Burgiss Excel Add-In, we provide a direct way to tap into live data and the distinct analytical capabilities of the Private i platform.

Excel, the lingua franca of financial analysis, isn’t the right place to capture or store transactional data, but it is an ideal place to use controlled, institutional preferences and vetted calculations to model and report on live transactional data in meaningful ways.

This first release contains everything needed to get started.

By installing the Add-In into Excel, a “Burgiss” tab appears in the menu, giving users the ability log in, get portfolio commitments and their attributes, calculate contributions, distributions and IRRs singly or in groups.

james kocis