VISUALnote – Personnalisez vos rapports financiers

by CEGID SAMicrosoft 365Price not published

Personalizes financial advisory reports in Word, synchronizes TDA financial data, and shares presentations with collaborators.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGNot published
DEPLOYMENTCloud
CATEGORYData Management
UPDATED ON MARKETPLACE
VISUALnote – Personnalisez vos rapports financiers — cover image

What it does

Personalizes advisory reports in Word, including their content and formatting. Synchronizes financial data from TDA International advisory applications. Shares reports and presentations with collaborators. The add-in requires a TDA International subscription.

Key capabilities

from the Microsoft Marketplace listing

Report personalization

Personalizes advisory reports in Word, including their content and formatting.

Financial data synchronization

Synchronizes financial data from TDA International advisory applications.

Collaboration sharing

Shares reports and presentations with collaborators.

Presentation harmonization

Creates and harmonizes presentations.

In the catalog

96 plugins in Word · Data Management

Price distribution: 2 free, 1 freemium, 13 paid, 80 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Word
Deployment
Cloud
Pricing
Price not published

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What the vendor says

«VISUALnote est l’Application de restitution la plus puissante jamais créée dans l'environnement Office. Son interface intuitive et épurée dispose de toutes les fonctionnalités de personnalisation dont vous avez besoin. Directement depuis votre application Word, VISUALnote vous permet en quelques clics de personnaliser …»

Official marketplace listing

Publisher
CEGID SA
Updated on marketplace
Facts verified