Connect Anaplan and ATLAS to consolidate your data, connect with other apps, and enhance reporting.

Maintain data quality, integrity, and consistency across platforms

  Power advanced, cross-system reporting and analysis

Our team of Private Capital technology experts maintains and manages your connections, ensuring vendor API updates are applied on time and any disruptions are resolved quickly.

Over $2 Trillion of AUM flows through ATLAS

The data and AI context layer trusted by the world’s leading Private Markets firms.

Anaplan

Anaplan offers a fund management suite tailored for private equity and real estate firms, enabling portfolio analysis, financial forecasting, and valuation tracking. The platform supports Actual vs Plan comparisons, calculates key performance metrics such as IRR and DPI, and centralizes portfolio and fund data to aid strategic decision-making.
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Potential Use Cases Examples

Fund Modeling Scenarios, What-If Forecasts & Budget Planning

Normalize commitments, cashflows, fees, and metrics from source systems to feed directly into financial modeling tools.

AccountingAnaplanCRM

Integrate Anaplan for Firmwide Data Analysis

Connect Anaplan with business systems to surface and analyze data across the firm, enabling slicing, dicing, and deeper insights.

Anaplan

Scenario Analysis

Integrate Anaplan and portfolio monitoring with ATLAS to assess financial and economic scenarios’ impact on your portfolio.

AnaplanPortfolio Monitoring

Access the full brochure

Get more information on ATLAS Integration Platform, its features and benefits.

Download Brochure

What is ATLAS?

Purpose-built for Private Markets, ATLAS ensures your AI, oversight, and reporting rest on data your business can trust.

Operational Systems CRM · Portfolio monitoring · ERP Market Data Company · Investor · Valuations Fund Administrators Financials · Cap. Accounts · NAV AI & Agents Any LLM · governed access BI & Reporting Native ATLAS · Power BI Data Warehouse Governed access · full lineage Data Quality, Control & Context Layer Master · Normalize · Governance & Quality · Reconcile · Enrichment Validated data Source data in transit Linking, mastering, and structuring every source into data you can rely on.
Operational Systems CRM · Portfolio monitoring · ERP Market Data Company · Investor · Valuations Fund Administrators Financials · Cap. Accounts · NAV Data Quality, Control & Context Layer Master · Normalize · Governance & Quality Reconcile · Enrichment AI & Agents Any LLM · governed access BI & Reporting Native ATLAS · Power BI Data Warehouse Governed access · full lineage Validated data Source data in transit Linking, mastering, and structuring every source into data you can rely on.

Best-in-Class Reporting

With ATLAS, your firm has the flexibility to meet any reporting need while streamlining processes.

Holland Mountain can provide BI developers to help design and create reports that are accurate and built for your firm’s needs.

Firms can either:

  • Leverage our library of pre-built reporting modules for fast, reliable reporting out of the box.
  • Build custom dashboards and reports tailored to your exact requirements.

Contact Us

Connect Anaplan to your firm's data and technology stack.

Schedule a demo

ATLAS Integrations & Connectors

Our fast-growing list of connectors to operational systems, market data sources and fund administrators.

We are constantly adding to our Partner Network based on client projects and requests. If your products are not listed, we will work with the vendor to develop a connector.