Use Cases
portfolio-monitoring
Integrations
docusign, efront, fis, salesforce, yardi-systems, ilevel
Office Functions
middle-office

Anaplan

Anaplan's Fund Management Suite is an all-encompassing solution specially designed for Private Equity and Real Estate Asset and Portfolio Managers. This innovative platform facilitates the seamless integration of data from various source systems, enabling portfolio finance teams to effortlessly upload and analyze pivotal financial and metadata of their portfolio or fund. Equipped with an integrated DCF valuation model and Pro Forma financial statements, it allows for precise Actual vs Plan analysis and forecasting of cash flows. Its ability to produce key investment statistics and visualize them through interactive dashboards enables firm management to glean crucial insights for steering future investments. Offering dynamic budgeting and forecasting tools, cash flow analysis, and executive summaries, it stands as a powerful tool for enhancing organizational transparency and fostering proactive decision-making in the financial sector.

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