Portfolio views
See premium, exposure, loss, and development data in the context of the workbooks they came from.


A unified Actuarial Processing & Execution Engine (APEX) for SHMA actuaries to bring structure, context, and confidence to financial data across every workbook.
It gives our actuaries cleaner inputs, stronger context, and a traceable path through the numbers—so every financial decision starts with data the team can trust.
Purpose-built for SHMA actuaries doing the work behind financial decisions.
Bring every workbook into one controlled workspace.
Normalize headers, formats, and values without losing source context.
Connect every row to the line of business and taxonomy it belongs to.
Compare premium, exposure, and loss totals before review.
Move from raw inputs to an interpretable, review-ready view.
See premium, exposure, loss, and development data in the context of the workbooks they came from.
Keep a clear path from every reported figure back to its source sheet and row.
Use the language of lines, periods, measures, triangles, and assumptions your team already knows.
Surface unmapped values, reconciliation checks, and exceptions before the next review.