Anaplan for Investment & Asset Management
Drive more predictable growth and profitability in turbulent markets with Anaplan
Connected Planning in Investment & Asset Management
The new realities in Investment & Asset Management
The future in Investment & Asset Management:
Profitability management of asset-under-management (AUM) portfolios
Featured solutions for Investment & Asset Management
Overlays product portfolio profitability with forecast and actual channel performance, empowering distribution leaders to have better insight into channel partner performance and increased agility for sales effectiveness.
Integrates sales pipeline data from any CRM platform – including legacy systems. Increases CRM adoption and hygiene. Helps sales leaders improve forecasting and identifying white space and cross sell opportunities. Helps finance leaders plan and forecast regulatory requirements and reduce revenue volatility.
Tracks investment portfolio activity by strategy, fund and tranche while capturing investment related information on deals, interest and exit fees. Anaplan models handle loan activity, NII, principal and unfunded commitments reporting, portfolio concentrations and total investment positions.
Fund of Fund
Provides investment level transparency across the portfolio of funds that exposes investment concentrations at the security level to support better investment analytics and investor relations coverage.
Allows private equity funds to manage periodic forecasting of investment portfolio firms on an automated basis and version control, streamlining performance consolidation. With additional cost allocation capabilities, Funds can digitize the expense allocations and distributions to funds’ investors.
The Connected Planning difference
Deliver driver-based forecasting, reflecting, in real-time, the impact of a change to driver-assumptions on the future growth and profitability of the firm.
Front-office, operations, finance, management, investors, and compliance investment firms can collaborate on a single platform to analyze the performance of funds and portfolio companies
Asset managers can, on a daily basis, analyze the profitability of the asset under management portfolio and make informed business decisions
Learn more with these related pieces
See what our customers have to say
“Anaplan is a dynamic tool, enabling daily forecasts and simulations leading to better decisions.”
- Chief Financial Officer,
International Distribution, Natixis Investment Managers
“Among all vendors we looked at, Anaplan was the only one that could facilitate the flexibility we needed for our real estate debt business.”
- Managing Director,