Acterys Smart XL
Acterys Smart XL enables Excel-like cell-based reporting, planning forms, and data writeback directly within Power BI.
ManagilityPaid
RiskSpan
by RiskSpanMicrosoft 365Price not published
Analyze portfolios, predictive models, and securities data in Excel with the RiskSpan Add-in.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
The RiskSpan Excel Add-in provides portfolio analytics, predictive models, and securities data in Excel. It includes functions from the RS Edge Platform, templates for single securities and portfolios, and support for custom workbook designs. The add-in provides portfolio risk and scenario analytics, predictive models, and integrated securities data. An active RS Edge Platform subscription is required.
Key capabilities
from the Microsoft Marketplace listingPortfolio analytics
Provides portfolio risk and scenario analytics in Excel.
Predictive models
Provides prepayment, credit, default, loss, and risk models from the RS Edge Platform.
Securities data
Provides integrated data feeds with asset-level results across multiple asset classes.
Workbook templates
Includes templates for single securities and portfolios.
Custom designs
Supports custom workbook designs.
Cloud processing
Uses distributed cloud computing for portfolio analytics.
Use cases
- Reviewing portfolio risk and scenarios in Excel.
- Analyzing complex instruments such as MBS and ABS with asset-level results.
- Sharing portfolio analysis results in Excel.
How it compares
RiskSpan has an unknown price type, while Acterys Smart XL, Acterys Apps for HubSpot CRM Planning & Analytics, and Atlas for Dynamics 365 are listed as paid. Businessmap for Excel also has an unknown price type. RiskSpan and all four alternatives use cloud deployment. RiskSpan was updated on Apr 2022, while Acterys Smart XL was updated in Jun 2026, Acterys Apps for HubSpot CRM Planning & Analytics in Apr 2025, Atlas for Dynamics 365 in Nov 2024, and Businessmap for Excel in Dec 2023.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| Acterys Smart XL | Paid | Cloud | |
| Acterys Apps for HubSpot CRM Planning & Analytics | Paid | Cloud | |
| Atlas for Dynamics 365 | Paid | Cloud | |
| Businessmap for Excel | Price not published | Cloud |
In the catalog
446 plugins in Excel · Analytics
Price distribution: 8 free, 17 freemium, 142 paid, 279 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Use of the RiskSpan Excel Add-in requires an individual or company to be an active subscriber to RiskSpan's RS Edge Platform. Please contact info@riskspan.com for more information on subscription terms and pricing. The RiskSpan Add-In combines advanced portfolio analytics with powerful predictive models, integrated …»