AUM-driven revenue planning, risk-adjusted budgets, regulatory reporting, and multi-entity consolidation. NextFPA handles the unique demands of banks, insurance companies, and investment managers.
Finance teams in financial services face unique challenges that generic platforms weren't built to handle. NextFPA was purpose-built for exactly these.
Financial services firms face multi-regulator requirements โ FDIC, OCC, SEC, FINRA โ each with specific formats and tight deadlines.
Revenue tied to AUM requires connected planning that moves with market conditions. Static models can't capture volatility.
Holding companies, subsidiaries, and RIAs each require separate reporting but consolidated visibility โ a manual nightmare.
Capital allocation decisions require risk-adjusted return analysis connecting credit, market, and operational risk data.
Precise allocation of shared costs across business lines is required for both management reporting and regulatory compliance.
Revenue forecasts that move automatically with AUM scenarios โ bull, base, and bear models. Fee changes modeled instantly.
Pre-built templates for standard regulatory submissions โ updated automatically from your GL and core banking system.
Legal entity structures handled automatically with full intercompany elimination and minority interest calculations.
Scenario planning for interest rate changes, credit loss provisions, and capital adequacy requirements. All connected.
"NextFPA gave our financial services finance team tools we didn't know were possible. What used to take 2 weeks happens automatically. Our team are strategic advisors now."
Start with 2 users free โ no credit card. Sam responds in 4 hours.