Actlogica, at the request of APMI conducted a live workshop on 4th January 2024. We were thrilled to be invited and very obliged with the interest that was shown by the members of APMI.
Overall, we had 289 attendees.
As promised, we have uploaded all the videos on this post. If you have any questions, please don’t hesitate to get in touch with us on our email.
Introduction
Part 1 - Spreadsheet Software Options
Part 2 - Templating
Part 3 - Compute Automation
Part 4 - Search & Apply
Part 5 - Analysis
Part 6 - Charting
Why did we do this?
Actlogica is a software company. We use Excel like spreadsheets for business analysis, system design and various other use cases exist. Also for the fact that we have customers who use our software suite, export data into excel and analyse the exported processed data.
There always will be reasons for our customers to use excel internally or for external uploads. We try to make it as easy as possible for them to conduct their research/analysis by understanding the reason for the export. We created this format by identifying what are the core use cases within PMS operations. We realise there will be more and will be happy to interact with you. Please send us a note by clicking the here.
Actlogica’s core team comprises of a fully qualified Actuary & Technology individuals with a combined experience of over 80 years in Banking, Insurance & Capital Markets across India, Australia, U.K. and the US.
Alpha Portfolio is a front to back PMS software. A modular software with OMS with Model Portfolios & Pre/Post trade compliances, Fund Accounting, Reporting, Analytics, Client Portal and much more.