Get a grip on your data
Using our RAN, TRACK and PREDICT offerings we facilitate automated data capture, scenario modelling, budgeting, predictive forecasting, dashboarding and analytics. Gather information from across your investment companies with our collaborative approach to ensure accurate plans and budgets for future growth
Real-time decision making
Build, manage and act on plans and forecasts in real-time
Planning & modelling
Use the Planr what if analyser to see in real time how your plans are impacted by changes occurring both inside and outside of your business.
Analysis
Use Planr to create unlimited plans and versions to drive full transparency and accountability across your investment companies.
Collaboration
Planr was built based on this principle and provides communication, stakeholder commentary and model sharing functionality throughout.
Rule Builder
This brilliantly designed functionality will enable you to incorporate even the most complex business logic into your plans.
Metrics
Planr dashboards aim to provide you with 360 degree visibility of your investment business.
Unlimited integrations
The key to any corporate performance management system is the ability to integrate with other enterprise systems. Planr has pre-built integrations to a large number of systems such as Salesforce, Slack and Xero among others.
- Effortlessly import your data from all your business systems across accounting, CRM, ERP, HR and BI.
- No training is required on our easy to use rule builder. Incorporate even the most complex business logic into your plans
