Success Story

“We had unique requirements, specifically for our Assets Under Management and Revenue Models and that’s why we selected IBM Planning Analytics. The backbone of IBM Planning Analytics is TM1, a mature, battle-tested solution.”

Vice President of Financial Planning & Analytics

This unique asset management firm consists of boutique investment managers and offers its clients high-quality investment strategies. The company has a multi-manager, multi-strategy approach to meeting the needs of different types of clients and to generate compelling performance.


Create one comprehensive forecasting, planning and reporting solution from multiple data sources.


IBM Planning Analytics integrated with a Workday General Ledger and custom models.


  • Empowers senior managers with immediate access to high integrity data
  • Serves as the primary source for public reporting
  • Eliminates manual processes and automates many financial reporting requirements
  • Consolidates data from multiple sources into a single version of the truth
  • Enables timely and accurate financial forecasts