at Financial Technnology Year

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Adaptive Planning from Adaptive Insights

Offers robust financial modeling, real-time data integration, customizable dashboards, and collaborative planning features designed to simplify budgeting and forecasting.

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Product analysis by function

Financial Planning and Analysis Tools for Finance and Accounting

Applications that support budgeting, forecasting, and financial modeling to help insurers plan for future performance and resource allocation.
More Financial Planning and Analysis Tools More Finance and Accounting ...

Data Integration & Import
(0 Yes /0 Known /10 Possible features)

Budgeting & Forecasting
(0 Yes /0 Known /11 Possible features)

Financial Modeling & Analytics
(0 Yes /0 Known /11 Possible features)

Reporting & Visualization
(0 Yes /0 Known /11 Possible features)

Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /11 Possible features)

Insurance-Specific Functionality
(0 Yes /0 Known /10 Possible features)

Usability & User Experience
(0 Yes /0 Known /10 Possible features)

Deployment & Scalability
(0 Yes /0 Known /10 Possible features)

Integration & Extensibility
(0 Yes /0 Known /10 Possible features)

Support & Vendor Services
(0 Yes /0 Known /10 Possible features)

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Multi-Source Data Import Supports importing data from spreadsheets, accounting software, ERPs, CRMs, and claims systems.		No information available
Automated Data Refresh Ability to schedule regular and automated updates of datasets from source systems.		No information available
Real-Time Data Sync Supports real-time synchronization with associated data sources for live analysis.		No information available
Custom ETL (Extract, Transform, Load) Pipelines Allows users to build data transformation and mapping rules between systems.		No information available
API Connectivity Can be integrated with external applications using standard or custom APIs.		No information available
Data Validation & Cleansing Includes tools to check, clean, and standardize imported data to ensure accuracy.		No information available
Data Import Speed Maximum speed at which the system can import data from connected sources.		No information available
Historical Data Import Limit The maximum historical data range that can be ingested for trend analysis.		No information available
Prebuilt Insurance Integrations Includes out-of-the-box integrations with common insurance platforms (e.g., Guidewire, Duck Creek).		No information available
User Access Controls on Data Import Support for role-based access and approval workflows for data importing.		No information available

Multi-Scenario Budgeting Enables creation and comparison of multiple budget and forecast scenarios.		No information available
Rolling Forecasts Supports continuous, rolling updates to financial forecasts.		No information available
Top-Down & Bottom-Up Planning Offers both centralized and departmental planning approaches.		No information available
Driver-Based Planning Utilizes key financial and operational drivers for forecasting processes.		No information available
Scenario Planning Speed Time required to generate alternate scenario plans.		No information available
Collaboration Tools for Budgeting Enables multiple users to participate in budgeting and forecasting simultaneously.		No information available
Audit Trail for Changes Tracks and logs all changes made to budgets and forecasts.		No information available
Budget Version Control Supports multiple versions of budgets and forecast models with rollback.		No information available
Adjustable Time Horizons Allows custom definition of forecasting and budget periods (monthly, quarterly, annual, etc.).		No information available
Integrated Assumption Libraries Facilitates reuse and standardization of planning assumptions (e.g., inflation, claims frequency).		No information available
Forecast Accuracy Measurement Tracks accuracy of forecasts compared to actuals over time.		No information available

Customizable Financial Models Allows users to create or modify financial models specific to the insurance business.		No information available
Embedded Actuarial Calculations Includes built-in actuarial and statistical functions (e.g., loss triangles, reserving models).		No information available
What-If Analysis Enables dynamic adjustments to inputs for on-the-fly scenario evaluation.		No information available
Predictive Analytics Supports machine learning and statistical modeling for claims trend prediction and pricing.		No information available
Monte Carlo Simulation Built-in functionality to run probability-based simulations for risk analysis.		No information available
Sensitivity Analysis Ability to test and visualize the impact of changing key input variables.		No information available
Model Calculation Speed Average time required to run a complex model.		No information available
Model Library Provides a library of prebuilt models for insurance (e.g., cash flow, solvency, premium projection).		No information available
Versioning of Models Tracks and allows reversion of changes to financial models.		No information available
Documentation Support Allows in-tool documentation and annotation of model logic.		No information available
Modular Model Components Enables creation and reuse of model building blocks to streamline future modeling.		No information available

Customizable Dashboards Users can build and personalize dashboards with charts, graphs, and KPI widgets.		No information available
Prebuilt Financial Reports Includes a set of standard insurance financial reporting templates (e.g., statutory, regulatory).		No information available
Ad Hoc Reporting Users can quickly generate custom reports without IT assistance.		No information available
Scheduled Reporting Reports can be scheduled for automatic generation and distribution.		No information available
Self-Service Analytics Enables business users to build and analyze reports independently.		No information available
Data Export Formats Supported number of export formats (e.g., PDF, Excel, CSV, XML).		No information available
Interactive Visualization Tools Includes tools for interactive data exploration (e.g., drilldowns, filters).		No information available
Mobile-Ready Reporting Dashboards and reports are accessible and optimized for mobile devices.		No information available
Narrative Commentary Users can add textual commentary or explanations to reports.		No information available
Role-Based Report Access Controls who can view, edit, or share reports based on user roles.		No information available
Real-Time Dashboards Visualizations refresh dynamically with live data feeds.		No information available

In-Platform Messaging Facilitates direct communication among users within the application.		No information available
Task Assignment & Tracking Enables tracking and delegation of tasks involved in planning and analysis cycles.		No information available
Approval Workflows Configurable multi-step approval processes for budgets and forecasts.		No information available
Change Notifications Automated alerts and updates for key events or submissions.		No information available
Concurrent Editing Multiple users can edit budgeting or forecasting documents at the same time.		No information available
Commenting & Annotations Users can comment on specific cells, reports, or model assumptions.		No information available
Collaboration Audit Log Tracks all user actions and collaboration events.		No information available
Workflow Template Library A set of prebuilt workflow templates for insurance FP&A processes.		No information available
User Activity Dashboard Provides a summary of current user assignments, approvals, and tasks.		No information available
Time to Approve Workflow Step Average time it takes for approval workflows to be completed.		No information available

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Financial Technology Year

Adaptive Planning from Adaptive Insights

Product analysis by function

Financial Planning and Analysis Tools for Finance and Accounting

Data Integration & Import
(0 Yes /0 Known /10 Possible features)

Budgeting & Forecasting
(0 Yes /0 Known /11 Possible features)

Financial Modeling & Analytics
(0 Yes /0 Known /11 Possible features)

Reporting & Visualization
(0 Yes /0 Known /11 Possible features)

Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /11 Possible features)

Insurance-Specific Functionality
(0 Yes /0 Known /10 Possible features)

Usability & User Experience
(0 Yes /0 Known /10 Possible features)

Deployment & Scalability
(0 Yes /0 Known /10 Possible features)

Integration & Extensibility
(0 Yes /0 Known /10 Possible features)

Support & Vendor Services
(0 Yes /0 Known /10 Possible features)

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Data Encryption All data is encrypted both at rest and in transit.		No information available
Role-Based Access Control Access permissions can be tailored to individual roles within the organization.		No information available
Audit Trails Complete logging of user actions and data modifications for compliance.		No information available
Regulatory Reporting Templates Includes built-in templates for insurance compliance and regulatory filings (e.g., IFRS 17, Solvency II).		No information available
GDPR/CCPA Support Features to facilitate compliance with data protection regulations.		No information available
Single Sign-On (SSO) and MFA Supports enterprise authentication protocols and multi-factor authentication.		No information available
Data Retention Policies Configurable data archival and retention management.		No information available
Penetration Testing Frequency How often the system undergoes security penetration testing.		No information available
User Session Timeout Controls Customizable inactivity timeouts for user sessions.		No information available
Incident Response Procedures Documented procedures for managing security breaches.		No information available
Data Residency Options Ability to select data storage in specific geographic regions.		No information available

Claims Forecasting Tools for projecting future insurance claims based on trends and actuarial data.		No information available
Policyholder Profitability Analysis Ability to analyze profitability by policy segment or product line.		No information available
Loss Ratio Analytics Automatic calculation and trend analysis for key insurance ratios (e.g., loss, expense, combined).		No information available
Premium Revenue Modeling Supports forecasting and backtesting premium revenue scenarios.		No information available
Reserve Adequacy Testing Built-in analytics for claims reserving and adequacy verification.		No information available
Reinsurance Planning Tools Assists with modeling the impact of reinsurance structures.		No information available
Compliance with Insurance Accounting Standards Includes logic for accounting under statutory frameworks.		No information available
Underwriting Channel Analysis Provides analysis tools for profitability by channel or intermediary.		No information available
Policy Lifecycle Modeling Models full policy life from quote to claim, renewal, or lapse.		No information available
Integration with Actuarial Tools Can be connected to external actuarial systems (e.g., Moody's Analytics, Milliman).		No information available

Intuitive User Interface Designed for easy navigation, with consistent layouts and terminology.		No information available
Customizable Workspaces Users can personalize dashboards and layouts.		No information available
User Onboarding Tutorials Guided onboarding and contextual training within the product.		No information available
Multi-Language Support Available in multiple languages for diverse teams.		No information available
Accessibility Compliance Complies with common accessibility standards (e.g., WCAG 2.1).		No information available
In-Tool Help & Documentation Comprehensive, searchable help resources available within the application.		No information available
Average User Task Speed Mean time required to complete common tasks (e.g., running a forecast).		No information available
Error Message Clarity Clear, actionable feedback when issues occur.		No information available
Bulk Data Update Tools Efficient interfaces for updating large datasets.		No information available
Keyboard Shortcuts Keyboard-based navigation and command options.		No information available

Cloud-Based Deployment Offered as a fully managed SaaS solution.		No information available
On-Premises Option Ability to deploy the product on local infrastructure if required.		No information available
Multi-Tenancy Can securely host multiple business units or legal entities within a single platform.		No information available
Concurrent User Capacity Maximum number of users supported simultaneously.		No information available
Geographic Data Centers Number of global data center locations for redundancy and compliance.		No information available
High Availability Uptime Service level guarantee for platform uptime.		No information available
Disaster Recovery Features Tools for automatic failover and data recovery.		No information available
Elastic Compute Scaling Automatically increases resources as workloads grow.		No information available
Integration with Identity Providers Supports integration with enterprise SSO and directory services (e.g., Active Directory, Okta).		No information available
Mobile & Tablet Compatibility Works fully on mobile and tablet devices for remote or field staff.		No information available

Open API Availability Comprehensive, documented APIs for extending or integrating the platform.		No information available
Prebuilt ERP Connectors Includes ready-to-use connections to leading ERP suites (SAP, Oracle, etc.).		No information available
Plug-In Framework Supports custom plug-ins for bespoke functionality.		No information available
Integration Monitoring Dashboard Monitors and reports on the status of all integrations.		No information available
Custom Scripting/Logic Support Allows users to write custom scripts for data transformation or business logic.		No information available
Webhook Support Can trigger and respond to webhooks for event-based integration.		No information available
Marketplace for Add-Ons Access to a library of certified extensions or partner apps.		No information available
Integration Throughput Maximum supported transactions between systems per minute.		No information available
Legacy System Support Can connect and synchronize with older on-premises or mainframe systems.		No information available
Custom Notification Channels Allows integration with external messaging or notification platforms (e.g., Slack, Teams, email).		No information available

24/7 Support Availability Round-the-clock technical and user support access.		No information available
Dedicated Account Manager A designated representative for customer queries and escalations.		No information available
Implementation Services Professional services for onboarding, configuration, and deployment.		No information available
Training Resources Comprehensive training materials and programs for end users and admin staff.		No information available
Community Forums Access to online user communities for peer support.		No information available
Service Level Agreements (SLAs) Guaranteed response and resolution times for support issues.		No information available
Supported Languages Number of available support languages.		No information available
User Conference & Webinars Periodic conferences and webinars for product updates and best practices.		No information available
Feedback & Enhancement Channels Structured method for users to submit product feedback or feature requests.		No information available
Vendor-Managed Upgrades Regular updates and upgrades are managed by the vendor.		No information available

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Financial Technology Year

Adaptive Planning from Adaptive Insights

Product analysis by function

Financial Planning and Analysis Tools for Finance and Accounting

Data Integration & Import (0 Yes /0 Known /10 Possible features)

Budgeting & Forecasting (0 Yes /0 Known /11 Possible features)

Financial Modeling & Analytics (0 Yes /0 Known /11 Possible features)

Reporting & Visualization (0 Yes /0 Known /11 Possible features)

Collaboration & Workflow (0 Yes /0 Known /10 Possible features)

Security & Compliance (0 Yes /0 Known /11 Possible features)

Insurance-Specific Functionality (0 Yes /0 Known /10 Possible features)

Usability & User Experience (0 Yes /0 Known /10 Possible features)

Deployment & Scalability (0 Yes /0 Known /10 Possible features)

Integration & Extensibility (0 Yes /0 Known /10 Possible features)

Support & Vendor Services (0 Yes /0 Known /10 Possible features)

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Data Integration & Import
(0 Yes /0 Known /10 Possible features)

Budgeting & Forecasting
(0 Yes /0 Known /11 Possible features)

Financial Modeling & Analytics
(0 Yes /0 Known /11 Possible features)

Reporting & Visualization
(0 Yes /0 Known /11 Possible features)

Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /11 Possible features)

Insurance-Specific Functionality
(0 Yes /0 Known /10 Possible features)

Usability & User Experience
(0 Yes /0 Known /10 Possible features)

Deployment & Scalability
(0 Yes /0 Known /10 Possible features)

Integration & Extensibility
(0 Yes /0 Known /10 Possible features)

Support & Vendor Services
(0 Yes /0 Known /10 Possible features)