Moving from Excel to Tacita
A spreadsheet often works at first. The question is what happens when statements and policies multiply.
What Excel does well
Your team already knows Excel. You can adjust columns and formulas without waiting for a vendor. For a small portfolio, that flexibility matters.
Where manual work grows
Reconciling a statement means finding the policy, commission schedule, premium and correct period. Tacita recalculates expected commission to the day and shows each discrepancy. It remembers references matched once.
Team and portability
Tacita Standard costs Solo 149 CHF excl. VAT (161.07 CHF incl. VAT), Broker 390 CHF excl. VAT (421.59 CHF incl. VAT) and Broker+ 790 CHF excl. VAT (853.99 CHF incl. VAT) per month. Each portfolio size also has Premium, with unlimited users. Your data can be exported at any time regardless of subscription status.