Enterprise Performance Management

We help financial services firms strengthen planning, forecasting and performance management by connecting data, processes and decision-making across the enterprise. Combining deep industry expertise with hands-on delivery, we design and implement scalable EPM solutions that improve insight, streamline finance operations and support confident strategic decisions. From target operating model design and planning methodologies to data integration and system implementation, we help organizations replace fragmented processes with connected, data-driven capabilities to enable better performance, stronger governance and greater agility.

Capabilities

Discover how Alpha can support you

Accelerating fund forecasting and LP reporting for Private Equity
Capability

Accelerating fund forecasting and LP reporting for Private Equity

Automating actuarial and finance reporting for Insurers
Capability

Automating actuarial and finance reporting for Insurers

Automating borrower and portfolio reporting for Private Credit
Capability

Automating borrower and portfolio reporting for Private Credit

Connecting AUM, revenue and cost planning for Asset Managers
Capability

Connecting AUM, revenue and cost planning for Asset Managers

Consolidating asset-level plans for Real Estate & Infrastructure
Capability

Consolidating asset-level plans for Real Estate & Infrastructure

Streamlining flows, fees and forecasting for Wealth Managers
Capability

Streamlining flows, fees and forecasting for Wealth Managers

Meet our capability experts

View Michelle Sutherland Bio
Black and white headshot of a smiling woman with dark hair.

Michelle Sutherland

Head of EPM Practice, EMEA

View Ryan DuBiel Bio
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Ryan DuBiel

Head of EPM Practice, North America

Other ways we help

Corporate Strategy
Capability

Corporate Strategy

Mergers & Acquisitions
Capability

Mergers & Acquisitions

Distribution & Investor Experience
Capability

Distribution & Investor Experience