Pricing Additional purchase may be required
Upload Investment Data and Build Customized Reports using Total Plan Manager
This application allows users of Total Plan Manager to seamlessly upload data and build customized reports.
You must be a subscriber to Total Plan Manager in order to use this application. Please contact support@caissallc.com for information on how to obtain credentials.
You will need one of the following versions of Office 365:
- Windows: version 2002 (Build 12527.20194) or later
- Mac: 16.34 or later
- Office Online (Requires latest versions of IE, Edge, Google Chrome, Mozilla Firefox web browsers; Incompatible with IE11 on Windows 7)
App capabilities
When this app is used, it
- Can read and make changes to your document
- Can send data over the Internet
At a glance
By getting this product, I give Microsoft permission to use or share my account information so that the provider can contact me regarding this product and related products. I agree to the provider's terms of use and privacy policy and understand that the rights to use this product do not come from Microsoft, unless Microsoft is the provider. Use of terms is governed by separate privacy and {4}.