SpreadsheetWeb for investment teams
Deliver proprietary financial models without distributing them.
Investment professionals build differentiated planning, analysis, and forecasting logic in spreadsheets. SpreadsheetWeb turns those models into web applications that can reach clients, partners, or internal teams while the workbook remains controlled on the server.
The operating challenge
A valuable financial model should not travel as an editable file.
Proprietary investment spreadsheets can contain years of expertise, carefully maintained assumptions, and client-facing methodology. Sharing the workbook exposes formulas and makes version control, governance, auditability, and collaboration harder. Rebuilding it as custom software can also create a costly handoff between model owners and developers.
Common investment workflows
Make financial expertise available through a controlled interface.
Let users explore approved scenarios and receive results without giving them access to the underlying workbook structure or formulas.
Retirement calculators
Collect client assumptions and calculate projections through a focused interface built around the approved planning model.
Investment analysis
Expose scenario, valuation, or portfolio calculations to approved users without distributing the proprietary workbook.
Advisor and partner tools
Provide one current browser application that advisors or partner sites can use as part of a broader client experience.
Internal planning models
Standardize inputs, outputs, and access for analysts who need to use the same governed methodology.
SpreadsheetWeb capabilities
Control the model while extending its reach.
SpreadsheetWeb keeps calculation logic server-side and provides application and API options for delivering the model to its intended audience.
Protected intellectual property
Keep formulas, assumptions, and workbook structure away from browser users and downloaded copies.
Scenario-driven interfaces
Guide users through appropriate inputs and present model outputs in a focused financial experience.
Application governance
Publish a controlled version of the model and give every approved user the same current calculations.
Web and API delivery
Use a complete web application or connect the workbook calculation service to another approved digital experience.
Investment customer proof
LearnEarnRetire extended a proprietary retirement calculator to the web.
LearnEarnRetire used SpreadsheetWeb to transform its retirement planning spreadsheet into a web application that could reach a broader audience and appear on partner websites while incorporating current planning inputs.
“Pagos could go ahead and host this calculator we built and offer it to the world, while protecting our IP and integrity of the tool itself. It’s also flexible that if things change over time, we can implement these changes ourselves. It also allowed us to convert traffic. We could allow our users to get a report and enroll them in our blog and this turned out to be a significant growth for our site.”
Start with the spreadsheet you already trust
Turn your industry model into a governed web application.
Explore SpreadsheetWeb with your own workbook, or talk with our team about the workflow you want to bring online.