
Drilldown / Rollup Analysis
Customize and generate Group-level rollup analysis reports
Customize and generate Group-level rollup analysis reports
Utilizing Excel to manage and merge multiple data sets, including time series data, can get very complex and place a significant strain on system resources. The Drilldown/Rollup Analysis tool offers an alternative to replace the Sum, If, and various other functions used to compute group-level values. This tool provides the added functionality of supporting multiple data sets for a range of dates.
Only add the modules you need with one affordable monthly price. Easily pause or cancel at any time.
$ 302.50/month
+ $ 50.00 Setup fee
$ 385.00/month
+ $ 60.00 Setup fee
Register for a free account today and you can try out the following reports and tools free of charge.
Demo
Demo
Demo
Demo
Data Management
Data Management
Analysis
Analysis
Analysis
Analysis
As part of the SAYS Platform Drilldown / Rollup Analysis can add the following advantages to your systems for one simple monthly fee.
Composite Construction & Management streamlines composite creation, membership, and reporting to meet GIPS® standards with speed...
Composite Management & Reporting (CMR) is a modular platform that streamlines composite construction, reporting, and GIPS®...
Transaction-based performance. Accurate performance calculations using TWR at all levels of a portfolio at any time...
Portfolio level performance using market values and inflows/outflows may be calculated within the SAYS platform using,...
SAYS offers robust ex-post return and risk analytics for any frequency of portfolio and benchmark time...
Generate NAV returns across multiple periods and fund types
Benchmark Management lets users quickly build custom and blended benchmarks with flexible rebalancing, using any weighting...
Carve-out performance generator for GIPS 2020 compliance
Powerful cloud-based data management tool with data anonymization capability.
Customize and generate Group-level rollup analysis reports
Flexible data downloads available through custom file and web service formats.
Net of Estimated Transaction Cost Calculator for GIPS 2020 compliance
Downloadable CSV Text File generated by performing a Remove Duplicates/Unique List operation on multiple uploaded data...
Generate a Return Correlation Matrix from return streams
Merge large data sets with ease. Downloadable CSV generated by performing an Union/vlookup operation with either...