ProViz XL IRM ™ is an extensible platform for risk that utilizes Excel as the user interface. With a familiar front-end tool users can continue leveraging their mastery of Excel to ensure critical information is timely and accurate. XL IRM ensures that data is unified and consistent throughout all systems and workflows. It enables traders, accountants and risk officers to perform a wide variety of analytical tasks without compromising data integrity. Information is presented in Excel as a basis for complex calculations and analytics.

ProViz XL IRM ensures one source of the truth, a central repository of securities and pricing information across all asset classes. Since our platform integrates with service providers, market data providers, accounting systems and trading platforms – market exposure analysis, performance attribution, stress testing, VaR and other calculations are derived from a single source of accurate information.

Alternative solutions require asset managers to manually input Excel information into custom applications or commercial software. ProViz XL IRM significantly streamlines workflow while reducing operational risk due to discrepancies and errors. Moreover, traders, accountants and risk professionals can view and modify Excel reports in real time using Microsoft SharePoint as a collaborative portal. This dramatically improves workflow and communications among all workgroups and external service providers.

Our solution provides depth and breadth of functionality for all risk management requirements. It allows end users to collect, analyze and report financial risk based on historical data collected from internal and external risk calculators. Information can be aggregated across funds, asset classes, fund families and business units. Business intelligence self service allows users to see a consolidated view of fund performance, exposure and attribution. Reports can be preplanned or generated ad hoc in near real time.

With ProViz XL IRM, asset managers will be able to leverage strategic software investments while empowering end users with applications they know and trust. XL IRM can help asset managers at traditional or alternative asset management organizations, private equity or prime brokerages more effectively manage risk with the confidence that reports across multiple dimensions are timely and accurate.