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Integrating host/Access/Excel/Word

ATO is an analysis and reporting system in the area of investment consultancy by Ehinger & Armand von Ernst AG in Basel (formerly Bank Ehinger & Cie AG).

Using Visual Basic (VBA) ATO combines the three Microsoft components Access, Excel and Word into an integrated system which quickly collects, consolidates and graphically processes portfolio-specific data from the mainframe database. The output is a comprehensive Word document that is used in customer service.

ATO offers tailor-made analysis options which when using the host database system only would be possible only with considerable manual effort. This allowed a significant efficiency increase in the analysis of customer portfolios and the elaboration of investment proposals, enabling Bank Ehinger to have even more time for consultancy and evaluation with its customers.

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The professional implementation and introduction of this tool within a short period of time enabled Bank Ehinger to launch the new investment advisory mandate on schedule.

J.N. Fahrenberg, member of the management of Ehinger & Armand von Ernst AG.

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Trigonella Ltd., Basel
Machine Learning, Python, PHP, VBA – Databases – Statistical consulting – Automating Microsoft Office