J.P. Morgan ACCESS Insight Add-In 6.8

J.P. Morgan ACCESS Insight Add-In Developer: JPMorgan Chase

The J.P. Morgan ACCESS Insight Add-In enables eligible corporate and institutional clients to bring J.P. Morgan treasury and payments data directly into Microsoft Excel. It provides a secure, self-service workspace where users can sign in with their existing ACCESS credentials, retrieve balances, transactions, and liquidity metrics, and build tailored reports, dashboards, and forecasts.

Key capabilities:

• Direct, authenticated connection to the ACCESS Insight data you are entitled to view
• Flexible filters (such as date, account, entity, region, and currency) for ad hoc analysis
• Refreshable datasets and reusable queries to keep reports up to date
• Pivot-ready outputs for reconciliation, variance analysis, and cash forecasting
• Role-based controls that respect your organization’s permissions and approvals
• Enterprise-grade security, including encryption in transit
• Multi-currency reporting support

Requirements:

• Active J.P. Morgan ACCESS Insight entitlement and applicable permissions
• Microsoft Excel and any necessary approvals per your organization’s IT policies

Support:
For access, entitlements, or technical assistance, contact your J.P. Morgan representative or the ACCESS Support team. Availability and features may vary by client configuration and region.

J.P. Morgan ACCESS Insight Add-In is developed by JPMorgan Chase. The most popular versions of this product among our users are: 6.0, 6.1 and 6.3.

You can check Parallels Access, Scantron iNSIGHT Scanner Utilities, Morgan M-JPEG2000 codec and other related programs like Tabs for Access at the "download" section.