PWM spreadsheets

I know PWM does not model like other analysts positions, but does anyone have any idea where I might be able to find some resemblance of what a BB PWM might use in terms of spreadsheets. I am just trying to become as familiar with the tools of the trade as I possibly can.

Thanks

 

PWM analysts (and tons of other professions outside of finance) use spreadsheets because they make filtering, screening, data organization/manipulation, etc easier but there really isn't much modeling done through excel in PWM... proprietary software and third party services are mainly used for research, portfolio construction/backtesting, financial planning, etc

 

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