Next Gen Portfolio Management Software For Private Equity
Smart. agile. Collaborative.
Introduction To Planr
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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