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features
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Description

The FIS Private Capital Suite, previously known as Investran, is an acclaimed private equity fund accounting and reporting solution that integrates disparate data, simplifies intricate processes, and facilitates more efficient accounting practices while minimizing expenses, mistakes, and the burden on your team. Supported by our knowledgeable experts who offer training and technical assistance, this software helps you enhance the return on your investment. Explore a private equity fund accounting tool that prepares you for the future today. It streamlines accounting across intricate fund structures and automates various private equity fund accounting events. With advanced data visualizations and adaptable financial reporting options for both traditional and alternative portfolios, it accommodates a range of structures through a customizable fund accounting setup. Experience how FIS can empower you to take control of your digital banking journey both now and in the years to come, ensuring that your organization remains ahead of the curve.

Description

Planr is a specialized software designed for private equity firms to effectively monitor their portfolio by integrating scattered data from various sources into a cohesive and reliable operating framework. By consolidating information from spreadsheets, PDFs, board packs, ERP, CRM, and financial systems, it ensures that KPIs and reporting are standardized throughout the portfolio. The software facilitates various functions such as portfolio monitoring, financial and operational reporting, tracking value creation, managing forecasting workflows, and generating reports for boards and limited partners, thereby enhancing performance visibility at the portfolio level. Tailored for private equity operating teams, finance departments, investors, and leaders of portfolio companies, Planr significantly reduces the need for manual data consolidation, streamlines reporting processes, and establishes a trustworthy data foundation across all owned entities. With its user-friendly interface and robust features, Planr ultimately empowers firms to make informed decisions backed by accurate and timely data.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FIS

Founded

1968

Country

United States

Website

www.fisglobal.com/products/fis-private-capital-suite

Vendor Details

Company Name

Planr

Founded

2024

Country

Ireland

Website

wwwplanr.com

Product Features

Product Features

Alternatives

Alternatives

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