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What do Gartner, Forrester, and IDC have in common? They all named Anaplan a planning leader.
Revolutionize your decision-making and drive profitability
Investment Managers operate in competitive markets and face ongoing cost pressures and potential margin erosion as their fees are squeezed. Understanding Fund/ Portfolio, Client/ Entity, and Geography/ Channel profitability is both complex and challenging. With regulators increasingly focusing on customer value, managers are looking for better tools to assess the profitability of their funds and demonstrate value they provide for investors.
Alpha FMC, renowned for its expertise in the Investment Management segment, offers a unique understanding of the cost drivers underpinning asset managers' operating models. Whether you're focused on Compliance, Change, or Operations, Anaplan can be the catalyst for your Investment Management success story.
Richard supports asset management clients with projects related to cost, profitability and scalability. Richard has extensive experience in the design phase where he supports clients in selecting and designing the correct cost drivers to use in any modelling exercise.
James has expertise in transforming business processes through Anaplan implementations across the Investment Management industry. James is highly passionate about EPM tools having personally experienced the problems they solve as a Finance professional.
Watch the Webcast: Unlocking profitability in Investment Management