Upgrade your financial advisor toolkit

Differentiate yourself with interactive web tools powered by your spreadsheets and help your individual & business clients grasp their financial goals.


Your spreadsheet, as a service.

Elevate your spreadsheets into powerful, interactive tools - no coding required! Leverage your familiar spreadsheet formulas to craft sleek, web-based financial calculators and dynamic interfaces. Whether using GRID Sheets or importing from Excel or Google Sheets, take your financial advisor toolkit to the next level.

Key advantages for financial advisors:
Your spreadsheet transformed into a service
Flexible sharing and seamless embedding
Interactive, user-friendly tools for your clients

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