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Caissa Data and Reporting Tool

Caissa, LLC

Upload Investment Data and Build Customized Reports using the Caissa Data and Reporting Tool

This application allows users of the Caissa Platform to seamlessly upload data and build customized reports.

Valid Caissa Platform credentials are required.

You will need one of the following versions of Office 365:

- Windows: version 1904 (Build 11601.20144) or later

- Mac: 16.24 or later

- Office Online

Add-in capabilities
When this add-in is used, it
  • Can read and make changes to your document
  • Can send data over the Internet