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Ratings and Reviews 0 Ratings
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Banker's DashboardMonitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.
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NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
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SpidergapSpidergap is an effective 360° feedback platform aimed at assisting organizations in transforming employee insights into valuable development opportunities. It simplifies the process for HR professionals, managers, and consultants to create tailored assessments, produce clear and actionable reports, and facilitate meaningful employee growth. In addition to its software capabilities, Spidergap offers professional guidance to enhance your feedback strategies, effectively plan initiatives, and evaluate the return on investment. Whether it's for leadership development or performance appraisals, Spidergap is dedicated to ensuring that feedback fosters genuine change. Many organizations are already leveraging Spidergap to cultivate a culture rooted in continuous improvement, demonstrating its impact on workplace dynamics. By utilizing this tool, you can empower your team and drive progress within your organization.
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What is LATO Strategy?
LATO is a software-as-a-service (SaaS) platform designed to streamline the execution of business strategies and plans. It empowers teams to achieve tangible outcomes by organizing their objectives, developing action plans, and enabling efficient tracking and collaboration. Users can effortlessly navigate both the overarching vision and the finer details of their strategy. This versatile tool is suitable for any industry or organization, regardless of size, allowing for greater time savings and enhanced focus on leadership tasks. LATO aids in the formulation of strategic plans by enabling users to define key focus areas and outline their goals and actions specific to their roles and business units. By placing strategic insights directly in the hands of each team member, LATO ensures that everyone remains aligned with their strategic priorities. Moreover, users can swiftly assess and adjust their personal goals and those of their colleagues, fostering a culture of continuous improvement and accountability within the organization. Ultimately, LATO transforms the approach to strategy implementation, making it more accessible and effective for all involved.
What is Anaplan?
Anaplan delivers a powerful AI-driven scenario planning and analysis environment designed to help organizations anticipate change, optimize strategies, and act with precision. Its connected planning framework eliminates barriers between strategic, financial, and operational functions, fostering real-time collaboration across the enterprise. Industry-tailored solutions for sectors such as financial services, manufacturing, healthcare, retail, and technology empower teams to respond quickly to market shifts and emerging opportunities. The platform’s comprehensive AI capabilities — predictive, generative, and agentic — work together to uncover hidden patterns, evaluate complex scenarios, and recommend data-backed actions. Enterprise data orchestration ensures that information from multiple sources flows seamlessly into the planning process, while its advanced modeling tools enable intricate simulations without sacrificing speed. Anaplan’s security and administration features safeguard sensitive data while supporting enterprise-scale deployment. Recognized as a leader in both financial planning and supply chain planning by Gartner and IDC, Anaplan is trusted by over 2,500 leading brands worldwide. Its applications cover a wide range of business needs, from financial consolidation and sales forecasting to workforce planning and supply chain optimization. Customers leverage the platform to break down silos, improve productivity, and enhance shareholder value. With Anaplan, organizations can outpredict, outplan, and ultimately outperform their competition in an increasingly complex business environment.
Integrations Supported
1Platform
5X
Adobe Marketo Engage
Aleph
Alumio
BOSCO
Causal
Composable DataOps Platform
CorralData
Dataddo
Integrations Supported
1Platform
5X
Adobe Marketo Engage
Aleph
Alumio
BOSCO
Causal
Composable DataOps Platform
CorralData
Dataddo
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
LATO Leadership Automation Tools Ltd.
Date Founded
2014
Company Location
Finland
Company Website
latotools.com
Company Facts
Organization Name
Anaplan
Date Founded
2006
Company Location
United States
Company Website
www.anaplan.com
Categories and Features
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Compensation Management
Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Predictive Analytics
AI / Machine Learning
Benchmarking
Data Blending
Data Mining
Demand Forecasting
For Education
For Healthcare
Modeling & Simulation
Sentiment Analysis
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards