Excel Add-In Update - New Calculations
This weekend we released an update to our popular Excel Add-in that gave users access to new calculations. Users can now calculate funding, fees, cash, and stock amounts, as well as time-weighted rate of returns. In order to use the new functionality, users must download the latest version of the add-in. If you’re not sure if you’re on the latest version, or need help updating, please contact firstname.lastname@example.org or reach out to your Relationship Manager.
Moving forward, we are focused on delivering new functions to calculate distribution component amounts such as recallable capital, return of capital, capital gains, etc.