Give these leading financial planning and analysis tools a try:
Posted: Sat Jan 04, 2025 3:45 am
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Financial planning and analysis (FP&A)
Screenshot of Workday Adaptive Planning, the best FP&A software for financial services companies
Analyzing market behavior, identifying potential investment peaks and dips, and planning for future investment opportunities are often essential parts of a financial services company’s offerings. But, great financial planning and analysis (FP&A) software can make the job far easier.
FP&A software can help with strategic financial planning how to dial denmark phone number and forecasting through detailed financial models, financial performance analysis, and future market predictions. When utilized effectively, this can ensure alignment with individual and organizational goals and optimize the allocation of investments for greater returns.
Top-notch FP&A tools provide live data insights, allowing you to adapt client investments quickly when the market changes. These tools are also great for improved collaborative planning with financial services teams and enhanced accuracy for better results.
Workday Adaptive Planning: With Adaptive Planning by Workday, financial planning and performance management, including analysis, budgeting, and forecasting, for clients is a breeze. Pricing varies from business to business.
Anaplan: Anaplan takes financial planning and analysis beyond the financial service team, ensuring an integrated platform or better financial planning, forecasting, and management collaboration.
Planful: Planful is a cloud-based financial performance, prediction, and analytics tool that streamlines planning, closing, and reporting for FP&A practitioners and teams. With Planful, there are no standardized plans, so you can build the solution that makes sense for your financial services business
Data analytics and business intelligence
Screenshot of Tableau, the best data analytics and business intelligence software for financial services companies
Several financial tools provide some form of analytical functionality, and data analytics and business intelligence tools are no exception. However, this time, the analytics are geared toward monitoring the financial services market and staying ahead of the competition.
Financial planning and analysis (FP&A)
Screenshot of Workday Adaptive Planning, the best FP&A software for financial services companies
Analyzing market behavior, identifying potential investment peaks and dips, and planning for future investment opportunities are often essential parts of a financial services company’s offerings. But, great financial planning and analysis (FP&A) software can make the job far easier.
FP&A software can help with strategic financial planning how to dial denmark phone number and forecasting through detailed financial models, financial performance analysis, and future market predictions. When utilized effectively, this can ensure alignment with individual and organizational goals and optimize the allocation of investments for greater returns.
Top-notch FP&A tools provide live data insights, allowing you to adapt client investments quickly when the market changes. These tools are also great for improved collaborative planning with financial services teams and enhanced accuracy for better results.
Workday Adaptive Planning: With Adaptive Planning by Workday, financial planning and performance management, including analysis, budgeting, and forecasting, for clients is a breeze. Pricing varies from business to business.
Anaplan: Anaplan takes financial planning and analysis beyond the financial service team, ensuring an integrated platform or better financial planning, forecasting, and management collaboration.
Planful: Planful is a cloud-based financial performance, prediction, and analytics tool that streamlines planning, closing, and reporting for FP&A practitioners and teams. With Planful, there are no standardized plans, so you can build the solution that makes sense for your financial services business
Data analytics and business intelligence
Screenshot of Tableau, the best data analytics and business intelligence software for financial services companies
Several financial tools provide some form of analytical functionality, and data analytics and business intelligence tools are no exception. However, this time, the analytics are geared toward monitoring the financial services market and staying ahead of the competition.