Try out WeeFin in Excel

Access your Golden Source of sustainability data, without leaving your spreadsheet thanks to our new Excel Add In.

 

Excel is the everyday tool of portfolio managers and ESG analysts.

But gathering all sustainability data in Excel remains a thankless task. It could be time consuming, complex and source of errors.

To solve these problems WeeFin has created the “WeeFin in Excel” module.

It provides Excel users with access to data from their WeeFin Golden Source through formulas, without leaving the spreadsheet they are working on.

  • The module is very easy to use and appears in the Excel interface. It brings the same security guarantees as the Weefin platform.

  • It provides access to three data levels: entity, fund, and holding. It is also possible to import data matching with a specific date in the history.

  • It provides access to the Data Catalog, as well as to the list of collections. This makes it very easy to find the names of indicators or collections.

Try WeeFin in Excel

WeeFin is Excel brings you...

87% time saved

on adding data in Excel spreadsheets

One unique tool

No switch between multiple platforms

Reduced risk of errors

Data is always up to date

Learn how the module works in this video

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