https://store-images.s-microsoft.com/image/apps.10293.eaa2dd2a-e40d-413b-925f-fed4e6da34e8.8e061180-ca4a-4685-8c67-bccc074010bb.de73d93a-221b-40e5-ba6c-11eb77e59415.png

Caissa Data and Reporting Tool

by 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.

You must be a subscriber to the Caissa Platform 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)

Add-in capabilities

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

At a glance

https://store-images.s-microsoft.com/image/apps.54456.eaa2dd2a-e40d-413b-925f-fed4e6da34e8.8e061180-ca4a-4685-8c67-bccc074010bb.2534eb04-a0d1-4f90-a545-23e5536541c6.png
https://store-images.s-microsoft.com/image/apps.59113.eaa2dd2a-e40d-413b-925f-fed4e6da34e8.8e061180-ca4a-4685-8c67-bccc074010bb.b72a80c9-7a00-4f5c-967a-7c1530c47db8.png