Wealth Management Case Study

Here we have a standard presentation that many wealth advisors would give to their clients to calculate their retirement savings plan. Just as with any ActiveGraf enabled presentation you can see that we are embedded right within PowerPoint and Excel. Start your slideshow. Making data driven decision in real time. Multiple inputs can

Financial Modeling Case Study Using ActiveGraf

This use case resonates with the most professionals, as it solves a common pain point: the business plan forecast. The most important advantage of ActiveGraf is that it generates dialogue and empathy. When you’re presenting in a way that allows the audience to help you set the parameters which you’re discussing, and truly