Intuitive self-service reporting allows business stakeholders and users to create, explore, and perform granular analysis of key metrics that drive the business, all within a flexible drag-and-drop interface. It’s easy to get started, too, with a step-by-step guide that ensures even the newest user can get a handle on it. Powered by an intelligent, scalable, in-memory engine, this platform is designed to help organisations improve their process management, and make it easy to monitor tasks throughout the whole planning cycle. Workday provides enterprise-wide active planning, with the flexibility to plan and build modelling in real-time. Workday is the leading provider of enterprise cloud applications for finance and human resources, so it’s no surprise we’re including this FP&A tool on our list. AI-powered predictive forecasting capabilities provide more accurate and consistent forecasts for your planning, and its built-in reporting and analytics empower you to identify, deliver, and report on the data you need when you need it. While some users do report a steep learning curve, the benefits far outweigh the slow start. And its web-based interface means you can access this FP&A tool anywhere you have an internet connection. Made for collaboration, it helps you streamline planning by reducing information silos and improving how you share information. Powered by TM1, it’s a powerful engine that’s ideal for small to medium organisations.ĭesigned to be as easy-to-use and intuitive as possible, IBM Planning Analytics works to streamline how you gather your data and delivers it in one concise platform. IBM Planning Analytics is a flexible FP&A tool that runs on any cloud architecture and uses AI to provide a platform for users to manage and automate their planning, budgeting and forecasting. There have also been reports that the available visualisations in some cases aren’t as mature as other platforms.īut on the whole, it’s a powerful FP&A tool, with an attached app store that provides a range of pre-configured integrations to help users get more from their experience. It’s also made for collaboration: users can link operational data with financial outcomes and share information between functions, departments, and management levels in a few simple clicks.īe aware though that some users report that the Anaplan workflow, despite being customisable, doesn’t offer set options, making it somewhat more time-consuming to use and easy to over-engineer. Made to improve data management, Anaplan streamlines how users import, manage and re-purpose common data assets across multiple applications.īuilt for speed, it enables users to create interactive dashboards that can be adjusted in real-time. One of Anaplan’s big draw cards is its automated processes, which enable faster, more effective planning, budgeting, and forecasting. AnaplanĪnaplan is a FP&A platform designed to connect teams, systems, and insights, across your entire organisation. So to make it easier for you, we’ve created a quick guide to the best FP&A software solutions for 2022 that will help your business thrive. Its budgeting and student loan debt features make it great for younger clients just starting out in their careers.There are so many financial planning and analysis software solutions out there these days that it can be hard to know what to look for. RightCapital: Created for advisors who need something between basic and comprehensive, RightCapital provides intuitive financial planning capabilities and tax planning strategies.It includes lead generation, goal discovery, recommendations, presentations and monitoring capabilities. NaviPlan: NaviPlan provides simple goals-based assessments and advanced cash-flow planning analysis.MoneyGuidePro: The flagship version of Envestnet's financial advisor software provides goals-based planning with what-if worksheets, custom report templates and detailed plan analytics.eMoney Advisor: Designed to help you plan, engage, manage, streamline and grow your business, eMoney Advisor comes in four tiers – from Plus, which provides streamlined, goals-based planning, to Growth, designed to supercharge your business with integrated marketing and planning capabilities.It offers three tiers, including Advise for big-picture goal tracking and Plan for more in-depth goal and cash-flow tracking, plus what-if analysis to multi-advisor firms. Moneytree: An early pioneer in financial planning software, Moneytree was founded in 1981 to provide advisors and planners with mathematically advanced tools that can help them create a repeatable planning process.
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