portfolio monitoring & management
Streamline processes & manage portcos for optimum growth
The use of legacy applications and an over-reliance on manual processes leads to missed threats and opportunities.
Accessing portfolio trading data shouldn’t slow you down. With Planr you can spend more time turning insights into growth opportunities by simplifying and optimizing your analysis – all in one cloud-based platform.
A baseline across your portfolio within minutes
Planr dashboards provide you with 360 degree visibility of your portfolio in real-time
Real-time Portfolio View
Company KPIs
SaaS Metrics
Dynamic Insights
Budget Vs Actual
Full Pipeline View
Automated Email Updates
Early-warning Triggers
UNLIMITED INTEGRATIONS
All Your Portfolio Data In One Place - Instantly.
Effortlessly consolidate portfolio data within minutes from all your business systems across accounting, CRM, ERP, HR, BI and of course, spreadsheets.
With zero interuption to current business flow, continue to report exactly as before while Planr stays connected in the background and never affects day to day business operations.
I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout.
Joe Bloggs
Managing director
Complete Visibility Across Your Portfolio In One Single Platform
Connecting company data across CRM, Finance, ERP, and HR systems, Planr will assess and predict the future success of your future financial performance – revenue prediction, AI-driven insights and real-time trading at your fingertips.
In your demo, we'll show you how to;
- Consolidate all company data into a single dashboard view
- Drill down into company trading performance
- Set up leading indicators and early-warning notifications
- Use AI driven forecasts (Bookings, Revenue & Cash)
- How to use Planr's scenario modelling tool
