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Active planning for wealth management companies
Please join us for our Active Planning for Wealth Management Companies Webinar on 29 April 2021. ​

Workday Adaptive Planning has over 5,200 customers planning in real-time. See the value these organisations realise and how you can implement a modern planning platform in your organisation in just a few weeks.​

We will show you how our Wealth Management clients utilise Workday Adaptive Planning to: ​
- Plan and forecast fee revenue streams​
- Report and analyse funds under management​
- Exercise financial control through delegated responsibility​

We present three case-studies, the value they bring to our clients and share how they were able to migrate from a broken spreadsheet planning environment to a robust real-time planning platform.​

Apr 29, 2021 12:00 PM in London

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Chris Harman.