Capital Markets Software for Asset Management

3/4 top asset management firms plan with Anaplan

Proof is in the numbers

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250+

financial services customers across the globe

Up to 40%

increase in planning team productivity

Up to 20%

improvement in forecast accuracy

Harness market volatility to achieve optimal growth

Siloed planning across equities, fixed income, alternatives, private wealth, and global markets negatively impacts your AUM growth and operating income. Improve agility with a platform that optimizes decision-making, minimizes risk, and protects profitability.

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From finance and workforce to sales and marketing, our solutions have you covered and connected

Deliver a single source of truth that enhances regulatory compliance and breaks down silos across your company’s critical business functions.

Financial planning and analysis (FP&A)

Unify your finance teams on a single platform to align strategic, financial, and operational drivers.

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AUM forecasting and fees planning

Plan and forecast assets under management (AUM) with breakdown of organic and inorganic growth based on RM sales plan by client segments (retail distribution versus institutional investors).

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Expense planning

Plan and forecast all non-headcount expenses and connect expense plans with AUM plan to track profitability and guide resource allocation.

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Profitability modeling

Calculate the forecasted profitability of your portfolio by funds, clients, investors, or other dimensions (e.g., fee calculations and cost allocations).

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Long-range planning

Develop strategic plans that assess financial impacts under evolving scenarios, ensuring alignment with income, expense, workforce, and capital planning.

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Cost allocations

Enable driver-based allocations across business units and functions, allowing you to accurately measure deal and asset profitability.

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Financial consolidation and reporting

Transform your regulatory processes, consolidation, and financial reporting with our scalable, no-code platform designed for business users.

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Financial consolidation

Streamline processes, ensure precise consolidation, and eliminate manual errors for confidence and trust.

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Disclosure management

Ensure compliance, simplify financial and narrative reporting, and produce accurate and timely disclosures.

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Financial reporting

Take Excel to another level with Anaplan XL Reporting for fast, flexible, intuitive technology designed for business users.

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Sales and marketing

Create a modern and connected sales and distribution team to enable effective go-to-market planning and execution.

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Incentive compensation management

Quickly create and optimize incentive compensation plans – including variable incentives and employee bonuses – that drive growth and align with your corporate goals.

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Marketing performance management

Maximize your impact by strategically aligning your budget with real-time revenue insights and audience engagement metrics to drive better marketing performance.

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HR and workforce

Gain insights into the right talent strategies, enabling you to plan and optimize your workforce for both current needs and future growth.

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Operational workforce planning

Align your plan to hire process with budgets and growth projections, ensuring flexibility for each business unit while minimizing budget variance.

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Strategic workforce planning

Evaluate workforce needs against your business strategies and initiatives, identify future talent gaps, and assess changes to talent programs, hiring, mobility, retirement, and turnover.

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Compensation planning and modeling

Model and plan incentive compensation, including stock comp, RSUs, and deferred comp, and immediately see the impact of various scenarios on cost KPIs and forecasts.

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